Who We Serve

Helping individuals and families navigate life’s financial journey

At Pathfinder Wealth Consulting, we know that every individual and family is different, with a unique financial path. That’s why we take the time to understand your goals, values, and life stage, so we can help you with a roadmap for your future that’s aligned with what matters most to you. Wherever you are on your financial journey, we’re here to walk alongside you, with experience, insight, and a plan built around your life.

From navigating the complexities of retirement to building wealth in your early earning years, we provide personalized financial planning that evolves with you.

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Personalized Financial Planning, No Matter Where Life Takes You.

At Pathfinder Wealth Consulting, we work with a wide range of clients, each with their own goals, challenges, and definition of success. Whether you’re navigating a life transition, running a business, preparing for retirement, or building a successful career, we provide personalized financial strategies tailored to your unique path.

Explore the profiles below to see how we support the people and families we’re honored to serve.

Path to Retirement

Thoughtful strategies to help you retire on your terms and enjoy the next chapter with confidence.

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Retirees

Personalized planning to help you make the most of retirement and navigate the years ahead with clarity and purpose.

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Business Owners

Integrated personal and business planning to help you manage growth, reduce risk, and build long-term value.

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Women & Wealth

Dedicated support to help women make empowered financial decisions through life’s transitions and opportunities.

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Next Generation

Forward-thinking planning for high-earning young professionals looking to build wealth with purpose and direction.

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Let us guide you forward.

The path to financial confidence starts here.

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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