Get to Know Us
Learn more about the team, culture, and values that guide everything we do
Learn more about the team, culture, and values that guide everything we do
At Pathfinder Wealth Consulting, we see ourselves as more than wealth advisors, we’re partners in your life’s journey. Our team is built on trust, sincerity, and deep expertise, and we take pride in forming lasting relationships with the families we serve. With a collaborative, values-driven approach, we work to support your goals at every stage of life.
We work for you, not Wall Street.
Life is complicated; we make it simple and personal.
Your path is unique, and so is our guidance.
Delivering higher-level service, together.
Because authentic, open communication matters.
We provide trusted and personalized financial guidance that helps you make confident, informed decisions. We focus on building long-term relationships, offering personalized support that meets both your current needs and future goals.
Pathfinder Wealth Consulting is committed to being your trusted partner, helping you and your family navigate your financial journey with confidence. We provide meaningful support today, and help you preserve your financial legacy by planning for tomorrow and beyond.
Pathfinder Wealth Consulting was founded in 2005 by partners Rob Penn and Jason Wheeler, who left a large Wall Street firm to build a practice centered on people, not corporate shareholders. Their goal was simple: create a more personal, long-term planning experience focused on education, thoughtful strategy, and lasting relationships.
The name Pathfinder reflects the role we aim to play in our clients’ lives. In the military, Pathfinders are specialized soldiers who go ahead of others to help establish a safe and secure route forward. In the same spirit, our team works to help clients navigate complex financial decisions, identify potential risks, and build a clear path toward their goals.
Today, Pathfinder Wealth Consulting serves clients from offices in Cary and Wilmington, North Carolina, as well as families across the country. We continue to build on the vision that shaped our founding—helping clients move forward with confidence at every stage of life.
We’ll work together to understand where you are, where you want to go, and how to build a personalized plan to help you get there, with guidance every step of the way.
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
By submitting this form, you may receive timely, valuable resources from our firm. You can opt out of these marketing communications anytime through the unsubscribe link.