Starting July 1, 2026, V & V Financial will become Pathfinder Wealth Consulting.
Although you’ll notice a new name, many of the things that matter most will remain the same. We’re committed to making this transition simple and seamless while continuing to provide the thoughtful guidance and personal attention you’ve always received.
Read The Full Client LetterAfter careful consideration, we have decided to merge our practice with Pathfinder Wealth Consulting — a firm located just down the hall from us at 4018 Oleander Drive. While this is an important step for our business, it is also a natural one. We have shared office space with the Pathfinder team for the past five years, and our practices have long been supported by the same back-office resources through Commonwealth Financial Network®.
Over that time, we have gotten to know their team well. We respect their client-centered approach, their business judgment, and their planning philosophy — and we believe their values align closely with the way we have always served you: with care, consistency, and a focus on your long-term goals.
One of the most important reasons for this decision is the long-term care of our clients. By joining a team we know and trust, we are strengthening the resources available to you today while also creating a thoughtful continuity plan for the future.
Warmly,
Frank & Leigh Voli
Frank and Leigh didn’t just choose a firm — they chose a partner. And that’s not something we take for granted.
We’ve worked alongside them, seen how they treat clients, and come to deeply respect the practice they’ve built. Their commitment to personalized, relationship-driven guidance is exactly the standard we hold ourselves to every day.
On behalf of our entire team, welcome. You’ll continue to work with Frank and Leigh — and now you’ll have an extended team behind them.
We’d also invite you to spend a few minutes on our website. It’s a great way to get a feel for who we are and how we work.
We look forward to earning your trust and serving you for years to come.
Jason Wheeler, CPWA®, CFP®, CLU®, ChFC®, AIF®
Chief Executive Officer, Pathfinder Wealth Consulting
At Pathfinder, we believe that good financial planning starts with genuinely understanding your life — not just your balance sheet. Since 2005, we’ve been helping individuals, families, and business owners navigate the financial decisions that matter most, from planning for retirement to protecting what you’ve worked hard to build.
We started as a small practice in Wilmington, founded by advisors who wanted to do things differently. Two decades later, the firm has grown — but the approach hasn’t changed. We still take the time to learn about you, your goals, your concerns, and the path you’re on. Then we help you build a plan that’s actually built around your life.
As an independent, fiduciary firm, we work for you. That means our guidance is always focused on what’s in your best interest — nothing more, nothing less.
We’re glad you’re here. And we look forward to getting to know you.
Legally and ethically required to put your interests first. No exceptions.
An entire advisory and support team dedicated to serving you with excellence.
Founded in 2005. Built on relationships, not transactions.
Offices in Wilmington and Cary, NC. Serving clients across the country.
In 2025, Pathfinder Wealth Consulting celebrated twenty years of helping clients pursue their financial goals. For two decades, we’ve focused on building trusted relationships, delivering personalized guidance, and helping clients navigate life’s financial transitions. Here’s a look at our story, our values, and why we’re passionate about serving the families who place their trust in us.
From the beginning, Pathfinder has been built on the belief that lasting relationships require lasting commitment. We see ourselves as partners on your path and that’s not something we say lightly. Our partners are people who share that belief deeply. They’ve spent their careers building trusted relationships and guiding clients through life’s most important decisions and they bring that same care and dedication with them when they join us. When we grow our partnership, we’re not just growing our team; we’re deepening our commitment to the clients we serve.
Your experience is at the heart of this transition. What you’re gaining is depth — more people, more planning tools, and more support. What you’re keeping is everything that matters most.
We know that change, even positive change, raises questions. Here’s what you can count on staying exactly as it is:
These things will not change:
Effective July 1, 2026, the following administrative details will update:
Previous V & V Financial email addresses will continue to forward to the new addresses for 90 days after the transition date.
We want you to feel informed and confident throughout this transition. Below are answers to frequently asked questions from clients like you.
This merger is separate from the planned transition from Commonwealth Financial Network® to LPL Financial. As part of Pathfinder Wealth Consulting, you will continue to transition to LPL alongside the rest of our clients in late 2026.
At this time, there is no action required on your part. We will continue to provide updates and communicate important information as details become available.
For the vast majority of accounts, no signatures are required. In the rare case that paperwork is needed, a member of our team will reach out directly and work through it with you personally. We’ll handle the details — you won’t be left to navigate it alone.
No. All of your accounts remain exactly as they are today. Your account numbers, holdings, and history stay intact.
Yes. Your login information for Investor360 stays exactly the same. You can access your account at www.investor360.com or through the Client Access link on our website. If you ever have trouble logging in, just give us a call.
Your financial plan transfers in full. The work Frank and Leigh have done with you doesn’t go anywhere — it moves with them into Pathfinder. If anything, you’ll now have a broader team available to support it.
No changes to your investment strategy will occur as a result of this transition. If and when any changes are appropriate for your situation, Frank and Leigh will discuss those with you directly, as they always have.
Your fee schedule is not changing as a result of this transition. As with any advisory relationship, fees are reviewed periodically — and any changes would always be communicated to you in advance, with full transparency.
Your statements will look nearly identical to what you receive today. The only update is the addition of the Pathfinder Wealth Consulting name and logo. National Financial Services remains your custodian.
No. Your office remains at 4018 Oleander Drive, Suite 102, Wilmington, NC 28403. Same location, same phone number, same team.
Your first call is always Frank or Leigh — same as it’s always been. You can also reach our client services team at (910) 793-0616 or clientservices@pathfinderwc.com. We’re here.
Transitions come with questions — that’s completely natural. Frank and Leigh are available to talk through anything on your mind. You can also reach our team directly:
Phone: (910) 793-0616
Email: clientservices@pathfinderwc.com
Office: 4018 Oleander Drive, Suite 102, Wilmington, NC 28403
