Pathfinder CEO Jason Wheeler Honored in 2022 Forbes’ Best-in-State Wealth Advisors List

Pathfinder Wealth Consulting is honored to announce that our CEO, Jason T. Wheeler, CFP?, AIF?, CLU?, ChFC?, has been named to Forbes’ Best-in-State Wealth Advisors list for 2022, the fourth year in a row. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

“Working our way through a volatile period with the Covid pandemic, remote work environments, the great resignation and directly into an inflationary period with a global war, laid the groundwork for one heck of a challenging environment for clients and our team,” Jason said.?“This award is not only a recognition of our quality service to our clients but also a testament to our resilience and perseverance as a team.”

The 2022 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.?

“This acknowledgement of our great team of professionals is unquestionably well-deserved,” Jason said in response to another year as Best-in-State recognition. “Our team shows integrity, professionalism and quality in our client relationships while maintaining a practical and personalized approach that clients find invaluable. Our clients know we are fiduciaries in every sense of the word.?Our culture builds on our internal relationships that in turn, strengthen our commitment to our clients and our vision as a firm.?Our team makes a positive impact on our clients’ lives and our community, engaging beyond ourselves.?All of this together creates an organization that should make our clients, our state, and our team proud.”

Congratulations to Jason and the entire Pathfinder team on this outstanding accomplishment! ?

?Pathfinder Wealth Consulting | 4018 Oleander Drive, Suite 102, Wilmington, NC 28403 910.793.0616 office | 910.793.0617 fax | www.pwcpath.com

?Advisory services offered through Commonwealth Financial Network?, a Registered Investment Advisor.

Forbes’ Best-In-State Wealth Advisors (2022)?

Data provided by SHOOK? Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.?This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.??