ABOUT US
At Financial Pathfinder, LLC, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Not only will you find our team members knowledgeable but you will also discover that our staff truly cares about helping make your dreams a reality.
STRATEGIES
Financial Pathfinder LLC provides comprehensive financial planning and strategy services. This may include any of the following: identifying and implementing strategies to enable achievement of financial goals; Active management of investments; Retirement solutions; Business strategies; Business succession; Estate Planning; Insurance strategies, and Charitable legacy strategies.
Mortgage Origination in Texas
🏡 Mortgage Services at Financial Pathfinder
Aligning Smart Lending with Your Financial Journey
At Financial Pathfinder, we believe every financial decision should support your long-term vision—and that includes your mortgage. As part of our mission to provide holistic financial guidance, we now offer integrated mortgage services through a strategic partnership with Lendevity, a highly regarded wholesale mortgage brokerage led by industry expert Shay Novak.
Whether you’re buying your first home, refinancing for better terms, or financing investment property, we’ll help ensure your mortgage fits into your broader financial plan—not the other way around.
🤝 Why Frank Akridge Has Partnered with Lendevity
Lendevity brings over 15 years of experience and access to 50+ top-rated wholesale lenders nationwide, giving our clients far more options and flexibility than traditional banks. Led by Shay Novak, Lendevity is known for personalized service, transparent advice, and creative solutions tailored to each client’s financial goals.
By partnering with Lendevity, we at Financial Pathfinder can offer lending guidance that’s fully aligned with your retirement, investment, and tax planning strategies—ensuring every piece of your financial life works together seamlessly.
🧩 Mortgage Programs Available Through Our Partnership
We help clients explore competitive financing across a full spectrum of property types and borrower profiles
NMLS#2707532
Among the risks and conflicts of investing liquefied home equity are: (1) the potential loss of one’s home; (2) the fact that unlike other potential lenders, the firm has an interest in having the proceeds of the loan used for investments that may generate commissions, mark-ups or fees for the firm; (3) the firm or its affiliate may earn fees in connection with originating the loan; (4) the impact of liquefied home equity on the ability to refinance a home mortgage; and (5) depending on the amount of home equity liquefied and any change in home value, the homeowner may have negative equity in his or her home.[AV1]
Such returns may not be achieved and that the customer may have to access additional sources of funding to pay the mortgage or equity line of credit or risk foreclosure.
If proceeds are to be invested in the markets, please add the following disclosure:
A firm or its affiliate simultaneously recommends the strategy of liquefying home equity and originates the mortgage or equity line of credit presents additional conflicts, as the firm or its affiliate may earn compensation from originating the loan, and if applicable, servicing or selling the loan, in addition to commissions or other fees earned by the member in connection with investments of the proceeds of the loan. Conflicts also may arise where a firm has a referral or other relationship with an unaffiliated lender. [AV2]
[AV1]Please add the following disclosure [AV2]Firms should ensure that customers are adequately informed of the nature of the compensation that the member or its affiliate may earn from extending a mortgage or home equity loan. Firms should ensure that customers are adequately informed about the nature of any such relationships. While the circumstances surrounding an investment are fact-specific, there may be certain circumstances where recommending a strategy involving liquefied home equity is in all cases, or nearly all cases, inappropriate. For example, a firm may determine that it is inappropriate for a customer to use liquefied home equity to invest on margin, or withdraw home equity above a certain threshold (i.e., reducing their home equity to below a certain level).