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Pathfinder Wealth Consulting, Inc

EST. AUM
$865,513,612

CONTACTS
10

CLIENT ACCOUNTS
1,895

Firm Details

Metro area Raleigh
CRD Number 336658
Website pathfinderwc.com
Client types

Overview

Pathfinder Wealth Consulting is a financial services firm offering personalized financial planning and wealth management to individuals, families, and business owners. The firm focuses on helping clients make sense of their entire financial life and move forward with a long-term plan tailored to their goals. The practice emphasizes a fiduciary standard, committing to putting clients' best interests first, and provides comprehensive services including investment planning, retirement planning, risk management, and business planning. The firm combines the personalized care of a local boutique wealth advisor with resources that allow it to serve clients across the country.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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