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 formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning – no matter life’s path.
The Pathfinder name stands for the safe journey we create for our clients through their financial lives, while also paying homage to Rob’s history in the Army. In the military, Pathfinders are a unit of specialized soldiers that are the first on the ground and, essentially, clear a safe passage for their fellow troops. For us, this means that we guide our clients to a safe financial location by going ahead of them, clearing obstructions, and mitigating risks. Discipline, preparation, and duty are essential philosophies that resonate with our team.
Our growing firm builds on the vision on which Pathfinder was founded and provides long-term continuity as we help clients navigate their financial path with confidence.
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
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