Jason Wheeler - CPWA®, CFP®, ChFC®, CLU®, AIF® CEO & Wealth Advisor
Pathfinder is built on the values of transparency, integrity, and service. We are proud to deliver concierge-level service to our clients while operating as fiduciaries in every sense of the word.”
— Jason Wheeler
WILMINGTON, NC, UNITED STATES, April 16, 2025 /EINPresswire.com/ -- Pathfinder Wealth Consulting, an independent advisory and financial planning
firm with offices in Wilmington and Cary, North Carolina, today announced that CEO and Wealth Advisor Jason Wheeler, CPWA®, CFP®, CLU®, ChFC®, AIF®, has been named to the Forbes 2025 Best-in-State Wealth Advisors list.The prestigious ranking, developed by SHOOK Research, recognizes top financial advisors across the United States through a rigorous, independent due-diligence process. Selection is based on a combination of qualitative and quantitative criteria, including industry experience, client retention, firm nominations, compliance history, and assets under management.
“This recognition is truly a team honor,” said Wheeler. “Pathfinder is built on the values of transparency, integrity, responsibility, and service. We are proud to deliver concierge-level service to our clients while operating as fiduciaries in every sense of the word.”
With more than 25 years of experience, Wheeler provides strategic leadership for Pathfinder while maintaining an active role in advising clients. As CEO, he guides firm growth, manages operations, and ensures the team delivers tailored, objective financial strategies that align with each client’s unique goals.
“Pathfinder Wealth Consulting strives to be an asset not only to our clients but also to the broader community,” Wheeler added. “Our continued growth and commitment to community engagement reflect our mission to create lasting impact. I am honored to lead such an exceptional team.”
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