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Pathfinder Wealth Consulting Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Pathfinder Wealth Consulting is a small- to mid-sized independent financial services firm that offers wealth planning and investment advisory services. Advisory services are delivered through Commonwealth Financial Network, while fixed insurance products are handled separately from that network. The firm was founded in 2005 by Robert Penn and Jason Wheeler after they left a large Wall Street firm to focus on client needs and long-term planning.

The company is based in North Carolina and operates two offices to serve clients, one in Wilmington and one in Cary. The Wilmington office is located at 4018 Oleander Drive, Suite 102, and the Cary office at 121 Edinburgh South Drive, Suite 208. A recent development includes Maggie Ernst being named a Partner in 2025, reflecting leadership expansion.

Find Pathfinder Wealth Consulting employees' phone numbers or email addresses

Pathfinder Wealth Consulting Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Africa
1

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  • Nigeria
    1

Asia
1

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  • India
    1

Pathfinder Wealth Consulting's Leadership

  • Vice President Of Finance And Risk Management at Pathfinder Wealth Consulting
    E. O.
    Vice President Of Finance And Risk Management
    Mobile Phone
  • Partner & Client Services Manager at Pathfinder Wealth Consulting
    M. E.
    Partner & Client Services Manager
    Mobile Phone
  • Owner at Pathfinder Wealth Consulting
    B. W.
    Owner
    Mobile Phone
  • Partner at Pathfinder Wealth Consulting
    C. W.
    Partner
    Mobile Phone
  • Owner at Pathfinder Wealth Consulting
    R. P.
    Owner
    Mobile Phone
  • Wealth Advisor at Pathfinder Wealth Consulting
    B. G.
    Wealth Advisor
    Mobile Phone
  • Administrative & Marketing Assistant at Pathfinder Wealth Consulting
    L. M.
    Administrative & Marketing Assistant
    Mobile Phone

Pathfinder Wealth Consulting Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Pathfinder Wealth Consulting

Name
Title
Contact
Location
Last Update
  • Partner & Client Services Manager at Pathfinder Wealth Consulting
    M. E.
    Partner & Client Services Manager
    Mobile Phone
    Jun 29, 2026
  • Owner at Pathfinder Wealth Consulting
    B. W.
    Owner
    Mobile Phone
    Oct 18, 2024
  • Partner at Pathfinder Wealth Consulting
    C. W.
    Partner
    Mobile Phone
    Jan 30, 2025
  • Owner at Pathfinder Wealth Consulting
    R. P.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Vice President Of Finance And Risk Management at Pathfinder Wealth Consulting
    E. O.
    Vice President Of Finance And Risk Management
    Mobile Phone
    Oct 22, 2024
  • Wealth Advisor at Pathfinder Wealth Consulting
    B. G.
    Wealth Advisor
    Mobile Phone
    Apr 03, 2026
  • Administrative & Marketing Assistant at Pathfinder Wealth Consulting
    L. M.
    Administrative & Marketing Assistant
    Mobile Phone
    Sep 18, 2026

Frequently Asked Questions

What is Pathfinder Wealth Consulting known for?

Minus sign iconPlus sign iconPathfinder Wealth Consulting was founded in 2005 and operates in the Financial Services industry. Explore Pathfinder Wealth Consulting's company overview page for more information.

What is Pathfinder Wealth Consulting's most common email format?

Minus sign iconPlus sign iconPathfinder Wealth Consulting employees' email format typically follows the pattern of First@pathfinderwc.com. Trying to find reliable and up-to-date employee contact data? Find more Pathfinder Wealth Consulting email formats with LeadIQ.

How many employees does Pathfinder Wealth Consulting have currently?

Minus sign iconPlus sign iconPathfinder Wealth Consulting has approximately 23 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Asia.

Who are Pathfinder Wealth Consulting's key employees and leadership?

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As of August 2026, Pathfinder Wealth Consulting's key employees include:

  • Vice President Of Finance And Risk Management: E. O.
  • Partner & Client Services Manager: M. E.
  • Owner: B. W.
  • Partner: C. W.
  • Owner: R. P.

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