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What We Do
Financial Planning
Business Planning
Investment Planning
Life Transitions
Who We Serve
Path to Retirement
Retirees
Business Owners
Women & Wealth
Next Generation
Get to Know Us
Our Team
Our Community Impact
Careers
Resources
Articles & Resources
News and Press
Events
Webinars
Videos
Get Started
Client Access
Events
Pathfinder Events and Educational Opportunities
Pathfinder Meet & Greet
July 6, 2026
As Crossbridge Financial Group joins Pathfinder Wealth Consulting, we'd love the opportunity to meet you in person. Please join us for...
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2026 Mid-Year Outlook – Cary
June 25, 2026
Join us as we take a closer look at this year's key market developments and discuss how they could shape the investment landscape in the...
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2026 Mid-Year Outlook – Wilmington
June 25, 2026
Join us as we take a closer look at this year's key market developments and discuss how they could shape the investment landscape in the...
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2026 Taxes & Politics Event
May 25, 2026
Taxes & Politics: Understanding Legislative Changes, Market Volatility & Planning Opportunities Political headlines, tax...
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2026 Market Outlook
February 18, 2026
2026 Market Outlook: Market Trends & Planning Insights In this recorded presentation, Pathfinder Associate Wealth Advisor Alex Greer...
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2025 One Big Beautiful Bill
September 30, 2025
2025 One Big Beautiful Bill: What It Means for Your Financial Plan In July 2025, the One Big Beautiful Bill Act was signed into law,...
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2025 Mid-Year Outlook
August 1, 2025
Pathfinder's 2025 Mid-Year Outlook reviews key market developments from the first half of 2025 and explores their potential impact on the...
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2025 Taxes and Politics Presentation
April 20, 2025
Join us for an update on how our 2025 political landscape can shape tax policies, the economy and the markets going...
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