for clients
Your 24/7 connection to your PMCH Team, knowledge, and tools.
Our client portals provide an easy way for you to access your financial documents, or transfer data, 24/7, when it's convenient for you.
Client portals
PMCH Client upload portal
This is our primary upload dropbox. You can share documents securely.
UPLOADThis portal is for accounting/tax/legal use only and not available for wealth management use.
Pathfinder Investment Advisors
This is our portal for Pathfinder Investment Advisors. Login here to gain access to Sharefile.
LOGINResources and tools
Let’s start a conversation about your goals and how we can help. Please call our office or send a message using the contact form on the right.
If you are interested in a career with us, please visit the careers section of our website.
INFORMATION
600 East 1st Street
Casper, WY 82601
PO Box 2750
Casper, WY 82602
307.265.4311
Firm Permit # 38435
