Our goal is to help clients succeed
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Toney Pennyamon, WMCP
Financial Advisor
I believe wealth planning should be simple, strategic, and empowering. Born and raised in Atlanta, GA, I help clients simplify their finances, plan for retirement, and invest wisely, building clear, tax-efficient strategies that create confidence today and confidence for the future. As a husband and father of two young daughters, I understand the importance of balancing today?s responsibilities with tomorrow?s goals. I earned my bachelor?s degree in marketing from Albany State University and hold the Wealth Management Certified Professional (WMCP) designation, underscoring my commitment to thoughtful and effective financial guidance. Outside the office, I enjoy sports, DIY projects, and exploring new perspectives through self-help books. I?m also an active member of Lille?s Foundation for Change, a nonprofit that supports grandparents raising their grandchildren. For me, wealth planning isn't just about numbers. It?s about helping people live with freedom, clarity, and confidence.
Certificates
WMCP
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
