What departments does Pathfinder Wealth Consulting have?

Pathfinder Wealth Consulting has employees across 4 departments including Consultant, Finance, Marketing, Administrative.

What is the largest department at Pathfinder Wealth Consulting?

The largest department at Pathfinder Wealth Consulting is Marketing with 3 employees.

Where are Pathfinder Wealth Consulting employees located globally?

Pathfinder Wealth Consulting has employees across 3 continents and 3 countries including Nigeria, India, United States Of America.

How has Pathfinder Wealth Consulting's team size changed over time?

Pathfinder Wealth Consulting's team has grown from approximately 15 to 17 employees based on available data.

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.

Pathfinder Wealth Consulting Global Highlights

North America
28

United States Of America
28

Africa
1

Nigeria
1

Asia
1

India
1

Pathfinder Wealth Consulting's Leadership

E. O.
Vice President Of Finance And Risk Management
Mobile Phone
Email
R. P. J. C.
President & Wealth Consultant
Mobile Phone
Email
J. W.
Owner & Wealth Advisor
Mobile Phone
Email
C. W.
Partner & Wealth Advisor
Mobile Phone
Email
J. Z.
Partner & Wealth Advisor
Mobile Phone
Email
M. E.
Partner & Client Services Manager
Mobile Phone
Email
B. W.
Owner
Mobile Phone
Email
C. W.
Partner
Mobile Phone
Email

Pathfinder Wealth Consulting Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Pathfinder Wealth Consulting

Name

Title

Contact Info

Location

Last Update

J. T.
Wealth Manager
Mobile Phone
Email
United StatesNorth Carolina
May 31, 2026
K. S.
Client Service Manager
Mobile Phone
Email
United StatesNorth Carolina
May 08, 2024
C. S.
Associate Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
May 21, 2026
P. M.
Associate Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 03, 2026
B. G.
Wealth Advisor
Mobile Phone
Email
Apr 03, 2026
C. B.
Client Services Associate
Mobile Phone
Email
United StatesNorth Carolina
Apr 03, 2026
L. M.
Administrative & Marketing Assistant
Mobile Phone
Email
Apr 03, 2026
K. B.
Financial Planning Associate
Mobile Phone
Email
United StatesNorth Carolina
May 29, 2026
A. G.
Associate Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 03, 2026
D. B.
Office Administrator
Mobile Phone
Email
United StatesNorth Carolina
Apr 25, 2025

Frequently Asked Questions

What is Pathfinder Wealth Consulting known for?

Pathfinder Wealth Consulting was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 4018 Oleander Drive Suite 102 Wilmington, North Carolina 28403 United States. Explore Pathfinder Wealth Consulting's company overview page for more information.

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

Pathfinder Wealth Consulting employees' email format typically follows the pattern of . 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?

Pathfinder Wealth Consulting has approximately 18 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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

Vice President Of Finance And Risk Management: E. O.
President & Wealth Consultant: R. P. J. C.
Owner & Wealth Advisor: J. W.
Partner & Wealth Advisor: C. W.
Partner & Wealth Advisor: J. Z.

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Pathfinder Wealth Consulting Employee Directory

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