News Pathfinder in the News

We are pleased to announce the recent hiring of Lauren Murphy as the Administrative & Marketing Assistant in the Cary office.

Equity compensation is an employee perk that gives you an ownership stake in the company where you work, therefore providing the opportunity for employees to hit a financial “home run” as their company grows. However, this form of compensation comes with a unique set of risks beyond that of a traditional salary. This article defines two common types of equity compensation and discusses how individuals can leverage them as an effective wealth-building tool.

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.

Health Savings Accounts (HSAs) have become increasingly popular due to the tremendous flexibility to pay for medical expenses, now and in retirement. This article introduces some of the basics of HSAs, including the potentials benefits for your long-term financial plan.

This article explores what ChatGPT is, why it matters, and what it means for investors looking to incorporate artificial intelligence into their portfolio.

There are many considerations when designing an estate plan that would meet your legacy goals and provide peace of mind to you and your family. In this article we share an estate planning checklist that covers the basics for everyone.

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Chad Slate, AIF®, for the position of Associate Wealth Advisor.

Pathfinder Wealth Consulting is pleased to announce the recent hiring of Pantelis Miliotis, CFP®, for the position of Associate Wealth Advisor.