Pathfinder Wealth Consulting

With financial confidence, security follows. We are your trusted advisors, providing the financial experience, planning, and direction you need for lasting prosperity. We are here to guide you forward. Two office locations to serve you: 4018 Oleander Drive, Suite 102 Wilmington, NC 28403 910-793-0616 121 Edinburgh South Drive, Suite 208 Cary, NC 27511 919-463-0018 Pathfinder Wealth Consulting 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. In September 2022, Pathfinder acquired Keystone Financial Partners of Cary, North Carolina. Founded in 1997 by Jim Trull, the legacy Keystone team shares similar values of planning-focused investment management with a rich client service mentality. As part of the acquisition, Keystone Financial Partners has transitioned to the Pathfinder name. Whichever path you take through life, our mission is to make sure you are financially prepared for the journey. Life and money are intertwined. We understand financial complexities, educate you, and help you plan. We stand ready to guide you forward. Advisory services offered through Commonwealth Financial Network® a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html