Pathfinder Wealth Consulting
Why pick this one
Pathfinder Wealth Consulting has served clients since 2005, providing fiduciary planning from Cary and Wilmington to clients nationwide.
Best for
- retirement planning and Social Security decisions
- business owners coordinating personal and business finances
- business succession and ownership transition planning
- executives managing stock options, deferred compensation, and other benefits
- individuals and families navigating major life transitions
Look elsewhere if
- people seeking legal or tax advice directly from the firm
- clients seeking emergency or same-day financial services
Specialties
- retirement planning
- business succession planning
- executive compensation planning
- investment planning
- life transition planning
- tax and estate planning coordination
What makes them different
- Fiduciary advice
- Offices in Cary and Wilmington, North Carolina
- Serves clients nationwide
- EPIC process: Education, Planning, Implementation, and Commitment
- Advisory and support team model rather than a single-advisor relationship
- Years in business
- 20
- Serves
- Wilmington, Cary
Distilled from this business's own website.
Contact & Location
- Address
- 4018 Oleander Dr Ste 102, Wilmington, NC 28403
- Phone
- 9107930616
- Website
- http://www.pathfinderwc.com/
- info@pathfinderwc.com
Services
- financial planning
- business planning
- investment planning
- wealth management
- retirement planning
- risk management