Pathfinder Wealth Consulting is honored to announce that our CEO, Jason T. Wheeler, CFP®, AIF®, CLU®, ChFC®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2023, the fifth year in a row. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
“It is quite the honor to be included on Forbes’ list of top North Carolina wealth advisors for the fifth consecutive year,” Jason said. “This is an exceptional recognition for me and our firm.”
The 2023 ranking of the Forbes’ Best-in-State Wealth Advisors 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).
“I am privileged to work with wonderful clients and a dedicated team of professionals, who have made our success possible,” Jason said. “This recognition reinforces that our values and service align with the future of our industry and what people should expect from their family’s financial partners.”
Congratulations to Jason and the entire Pathfinder team on this outstanding accomplishment!
2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.