Your goals are personal, and your financial plan should be too. Our wealth management services are designed to fit your life, helping you make informed decisions and move forward with confidence.
Let's Build Your Plan Together
You’re juggling goals, responsibilities, and big decisions. From investing to retirement to protecting your family’s future, you deserve more than generic advice — you deserve a partner who understands your path.
Since 2005, Pathfinder Wealth Consulting has been helping individuals, families, and business owners navigate life’s financial journey with care and confidence. From our beginnings in Wilmington, North Carolina, to serving clients across the country, this milestone celebrates more than our growth, it celebrates the relationships, trust, and purpose that have guided our path. Join us in looking back on two decades of partnership, service, and community, and forward to the future we’ll continue to build together.
You deserve more than one-size-fits-all financial planning. At Pathfinder Wealth Consulting, we offer personalized financial planning and wealth management that’s built around your life, not just your numbers.
Personalized Planning That Fits You
We create customized financial strategies designed to support your life today and into the future.
Fiduciary Advice You Can Trust
As fiduciaries, we’re committed to putting your best interests first, always.
Experienced Guidance
Our advisors have helped clients make informed decisions and move forward with confidence since 2005.
Local Roots. National Reach.
With offices in Cary and Wilmington, NC, we offer accessible, relationship-driven service—while serving clients across the country with the same care and experience.
A Team That’s Here for the Long Haul
At Pathfinder, you don’t just work with one advisor. You have an entire advisory and support team that is dedicated to serving you with excellence.
At Pathfinder Wealth Consulting, we combine the best of both worlds: the personalized care of a local boutique wealth advisor with the resources of a national firm.
With offices in Cary and Wilmington, North Carolina, we’re proud to serve our local communities, understanding the opportunities, values, and needs of the families and businesses we work with.
While rooted in North Carolina, we work with clients nationwide. Whether you’re nearby, or miles away, we make it easy to navigate your retirement and wealth management journey, backed by a team that puts your goals first.
Our personalized wealth management services are built to reflect your goals, adapt as your life evolves, and support what matters to you most.
Schedule a conversation with one of our advisors. We look forward to learning more about your goals and how we can help.
Getting in touch with us is simple! You can complete the form below, or reach us via email at info@pathfinderwc.com or phone at 910-793-0616
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