Welcome to Pathfinder Wealth Consulting

We are an independent financial services firm that has been helping the good people of Wilmington, North Carolina, establish and maintain their long-term financial goals since 1994.

If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

We appreciate your interest in Pathfinder Wealth Consulting and sincerely look forward to serving you.

If you are a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the financial markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

May 23, 2014
A Different Angle Can Sharpen Your Financial Picture
By Jason Wheeler

A net worth statement is a great tool for getting a clear view of your overall finances, but sometimes it’s better to divide financial matters into “buckets” – or segments.

Why? Financial planning can encompass various time frames and goals. These may comprise critical, long-term issues such as retirement and college savings, as well as short-term goals, like big-ticket luxury purchases. To this end, tying assets to specific goals makes it easier to make the best financial decisions.

Read more

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Talking to Your Aging Parents About Their Finances. It's crucial to sit down with your parents to discuss the issues that may arise–before they need your help.

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Last Updated: 07/21/14

The Financial Professionals of Pathfinder Wealth Consulting are Registered Representatives and Investment Adviser Representatives with/and Offer Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser
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