Best Financial Consultant Cary Near Me

4worldlovers: It is with great excitement that Keystone Financial Partners announces our merger with Pathfinder Wealth Consulting, a Commonwealth-affiliated firm in Wilmington, North Carolina. The Pathfinder team shares our values of holistic financial planning, disciplined investment strategies, and proactive, personal service. The newly combined firm has offices in Cary and in Wilmington to serve you and your families.

As Keystone founder Jim Trull steps away from the day-to-day operations of the firm, he leaves a more robust team in place to continue to improve our professional deliverables, increase resources for our clients’ shared benefit, and improve the client experience. This growth also provides continuity for our clients, who deserve to have a team supporting them throughout their lives, and a built-to-last firm that they can count on. We want our clients to experience the same consistency and superior quality from a team that shares the same values, strategies, and philosophies as our founder, into perpetuity.

Through the merging of the two firms, Keystone Financial Partners has transitioned to the name Pathfinder Wealth Consulting. We are excited to introduce you to our growing team and we invite you to visit our new website here.

Thank you for your continued loyalty and trust. We are here to guide you forward.

We invite you to join us on the Pathfinder website here!

Pathfinder Wealth Consulting was formed in 2005 by Rob Penn and Jason Wheeler. After mounting frustration from working for one of the big Wall Street firms that dictated the types of investments they could offer their clients, they decided to venture out on their own.

The Pathfinder name started with a conversation about their collective goal of wanting to deliver planning and investment advisory services that would last beyond their time and their clients’. The idea was focused on guiding families forward along life’s financial path, no matter what they faced in their future. The name “Pathfinder” came from Rob’s service in the U.S. Army and attendance at “Pathfinder School.” In the Army, Pathfinders are a unit of specialized soldiers that are the first on the ground and, essentially, find the safest passage for the rest of the platoon to travel.

4worldlovers: I grew up in Wilson, a small city east of Raleigh, where both my parents worked hard to provide for a middle-class family of five. My dad taught me the value of hard work and humility, and my mom taught me to fight for what's right and to help folks in need. Like most people, I didn't have the fortune of growing up and learning financial planning concepts; it is something I worked hard to learn on my own.

I love helping teach others how to build and grow a secure financial future, to help families create a budget, plan for their children's education, create a tax diversified income strategy later in life and create a confident and comfortable retirement without the fear of running out of money. When discussing finances, I take into consideration all the different aspects of each person's life in order to get a complete comprehensive understanding of what's most important to help achieve your goals.

I specialize in helping business owners establish employer plans to help retain key employees and help them achieve their long term goals. I believe it's extremely important to become part of a trusted team to help business owners grow and thrive.