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Read the latest news and updates from our team and media mentions within the industry. At Pathfinder, we make it easy to catch up on what matters to you and how we are making a difference and impacting the lives of our clients.

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Pathfinder Article: Ready or Not: Here Comes a Recession?

Yes, a recession is coming. I can say with (almost) certainty that a recession is coming. But do I know when, how long, or how bad it will be? No.

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Pathfinder Blog: Pathfinder CEO Jason Wheeler Honored in 2022 Forbes’ Best-in-State Wealth Advisors List

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 2022, the fourth year in a row.

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Pathfinder Article: Finding Success in Succession Planning

At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for everyone, and many people would rather not “retire,” instead shifting to less hours, different duties, and more meaningful activities. To have these options, we look for success in succession planning.

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Pathfinder Article: Inflation: The Causes and Costs

Pathfinder Blog: John Zachary, CFP® Earns Accredited CRC® Retirement Counselor Certification

Pathfinder Wealth Consulting is proud to announce that John B. Zachary, CFP® has earned the Certified Retirement Counselor® (CRC®) certification conferred by the International Foundation for Retirement Education (InFRE).

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Pathfinder Article: Olympic Moments in Life

Mom, Grandma and daughter baking

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