Pathfinder Wealth Consulting
About
Pathfinder Wealth Consulting is a financial planning and wealth management firm with an office on Edinburgh South in Cary. The advisors work with individuals, families, and business owners who want their money handled with some thought behind it.
Planning here covers retirement, investments, and the business side of a client’s finances, and it is built around the shape of a particular life instead of a template. The firm is independent, which the partners sum up by saying they work for their clients and not for Wall Street.
What to know
- Rob Penn and Jason Wheeler founded the firm in 2005 after leaving a large Wall Street firm.
- A second office is in Wilmington, North Carolina.
- Clients across the country are served from those two offices.
- The team works with retirees, business owners, women, and the next generation of families.
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