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Hurricane Alert:
Due to the aftermath of Hurricane Florence, the Pathfinder office is physically closed; however, our team is working remotely and has access to voicemail and email. Please leave a message or send an email and someone from our staff will be in touch within 2 hours if it is an urgent matter. We will be operating during market hours from 9:30am until 4:30pm.

We are unable to determine when the office will physically reopen but we are responding to requests. If you have an immediate concern, please call our partner firm, Commonwealth Financial Network, at 800.251.0080, x9992, for any account requests or questions.

Our thoughts and prayers go out to our clients and their families, as well as our community at large, as we rebuild from Hurricane Florence. If you are a local client and need assistance with anything, John, Jason, and Rob are able and ready to assist you.


No matter what part of life you are currently traveling through, each phase has a unique set of issues and responsibilities. Click on your path below and let us guide you forward.

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Finding Your Financial Path

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Navigating the Path to Retirement

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Enjoying the Path Through Retirement

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Forging Your Path to Legacy

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Guiding You Forward

It is often said that our (financial) life comes without a set of instructions. It is our goal to help you obtain and stay on the path of financial stability. We do this by being your greatest resource for solving financial issues and fully supporting you over your lifetime. No matter what part of life you are currently traveling through, each phase has a unique set of issues and responsibilities. Click on your path above and give us the opportunity to guide you forward.