Scott Beaudin
CFP®, CPA/PFS
Pathway Financial Advisors, LLC
Lead Financial Planner
Scott Beaudin
CFP®, CPA/PFS
Pathway Financial Advisors, LLC
Lead Financial Planner
We do our best work with clients who desire to be intentional about living their best possible life with the resources available to them. - Scott Beaudin, CFP®, CPA/PFS
The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Scott Beaudin is a South Burlington, VT fee-only financial planner. Pathway Financial Advisors, LLC provides comprehensive financial planning including estate planning and tax planning, as well as investment management, and retirement planning to help both business owners and high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Scott Beaudin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Beaudin founded Pathway Financial Advisors in 2000 and carries over 20 years of experience assisting individuals & families with all aspects of personal financial planning including helping business owners transition their businesses.
Scott attended the University of Vermont where he earned a bachelor’s degree in accounting. He later graduated with honors from the nationally recognized Robinson School of Business in Atlanta, Georgia, with a MBA-finance degree. Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He is also a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (CPA/PFS) designation awarded by the American Institute of Certified Public Accountants (AICPA).
Scott has been an active volunteer member of NAPFA for many years, serving in several capacities, including as Chairman of NAPFA’s National Board of Directors. In 2020, NAPFA recognized Scott with their Robert J. Underwood Distinguished Service Award for his contributions to the organization.
Scott’s hobbies include hiking, skiing, and sailing with his family.
Scott Beaudin is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Your experience with Pathway
As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.
Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.
- All client relationships start by asking questions and gathering data to understand the complete picture of your finances.
- Milestones are identified to create a financial mission
- Adjustments are continuously made to progress your financial strategy, customize your portfolio, and reach your goals.
- Measurements inform how to mitigate the impact of unexpected hurdles or surprises.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Integrated Financial Planning
- Retirement Income Planning
- Investment Management
- Generational Wealth Planning
- Personal CFO
- Estate Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations (Inheritance)
- Investable Assets Generally over $1M
Working Together
- In-Office or Virtual Meetings
- Clearly Defined Fees
- Collaborative Approach
- Complimentary Initial Meeting
- Integrating Finance and Life
Professional Designations & Affiliations
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Scott Beaudin is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Beaudin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Scott Beaudin is a Certified Public Accountant (CPA)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Scott Beaudin is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Scott Beaudin is a Money Quotient Trained Financial Advisor
Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
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Scott Beaudin is Quoted in the New York Times: "In the Market for a 529 College Savings Plan? Shop Around."
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Scott Beaudin's Profile on US News and World Report
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Scott Beaudin is Featured in The Other Paper: "Beaudin wins highest honor for financial planning"
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Scott Beaudin is Featured on Vermont Biz: "Scott Beaudin awarded The Robert J Underwood Distinguished Service Award for 2020"
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Scott Beaudin is Featured in NAPFA Advisor: "Meet NAPFA’S 2020 Award Winners!"
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Scott Beaudin is Quoted in PR Newswire: "CFP Board and NAPFA: Working Together for the Financial Planning Profession"
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Scott Beaudin is Quoted on FinancialAdvisorIQ: "Why NAPFA Insists DOL Rule Isn’t Driving Consolidation"
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Scott Beaudin is Quoted on CNBC: "Your financial advisor wants a piece of this tax break"
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Scott Beaudin is Quoted on InsuranceNewsNet.com: "RIA: We Need Insurance Products, Too"
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Scott Beaudin is Quoted in Financial Planning Magazine: "State's rescue of fiduciary rule could backfire"
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Scott Beaudin is Quoted in the Wall Street Journal: "Death-Bed Will Changes Require Special Care"
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Scott Beaudin is Quoted on NBC News: "20 personal finance dos and don'ts for 2009"
Contact Scott Beaudin
Office Locations:
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2 Market St
South Burlington, VT 5403 -
2000 Riveredge Parkway
Suite 640
Atlanta, GA 30328