PATHFINDER WEALTH CONSULTING

Pathfinder Wealth Consulting of Wilmington, North Carolina, was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients' needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning - no matter life's path... The Pathfinder name stands for the safe journey we create for our clients through their financial lives, while also paying homage to Rob's history in the Army. In the military, Pathfinders are a unit of specialized soldiers that are the first on the ground and, essentially, clear a safe passage for their fellow troops. For us, this means that we guide our clients to a safe financial location by going ahead of them, clearing obstructions, and mitigating risks. Discipline, preparation, and duty are essential philosophies that resonate with our team... Our growing..

Primary location: Wilmington United States