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.

Whichever path you take through life, our mission is to make sure you are financially prepared for the journey. 

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Pathfinder Wealth Consulting

Jason Wheeler

This department provides financial planning and investment consulting services to help clients manage and grow their wealth.

Wealth Management

This department focuses on managing relationships with clients and providing administrative support to enhance their experience.

Client Services

This department focuses on budgeting, forecasting, and financial analysis to support strategic decision-making.

Pathfinder Wealth Consulting

Org chart

Teams

Wealth Management

Client Services

Financial Planning

Offices

Pathfinder Wealth Consulting

Org chart

Teams

Wealth Management

Client Services

Financial Planning

Offices

Related companies