Jason T. Wheeler of Pathfinder Wealth Consulting Honored in Forbes’ Best-in-State Wealth Advisors List
(February 20, 2019, Wilmington, NC) Pathfinder Wealth Consulting, a registered independent advisory and financial planning firm in Wilmington, NC, today announces that its CEO and Wealth Consultant, Jason T. Wheeler, CFP®, AIF®, CLU®, ChFC®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Jason began his professional career in 1999 after graduation from the University of North Carolina Wilmington in 1999 with a BS in finance. His business partner, Rob Penn, hired him then and the two began their successful business journey working for two other firms as Financial Advisors before they formed Pathfinder Wealth Consulting in 2005. You can find out more about Jason here.
Wayne Bloom, CEO of Commonwealth Financial Network®, Pathfinder’s partner firm and Registered Investment Adviser–broker/dealer, said, “Congratulations to Jason Wheeler on this well-deserved recognition by Forbes. It is wonderful to see a client-centric, independent advisor who is devoted to providing expert financial planning represented on this list. We appreciate the value Jason brings to our industry and our community, and we remain committed to providing the infrastructure and support Pathfinder Wealth Consulting’s thriving practice demands.”
“This is a team honor and Pathfinder is proud to receive it,” Jason said in response to the Best-in-State recognition. “We hire the best professionals that understand how to serve great clients and our values lead us. Transparency, integrity, responsibility and service guide our relationships, which secures and retains our clients trust. They know we are fiduciaries in every sense of the word. We have a culture of fun human interaction and professional development which means we enjoy advancing our firm for the benefit of our clients. We strive to be a community asset through our growth and our engagement which helps our impact. All of this together creates an organization that should make our clients, our state, and our team proud.”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.