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Financial Planning

Financial Planning

Your Wealth.  Your Way.   Every Day.


Pantheon's has your best interests in mind. Your ultimate goal is to provide the best life for yourself and your family. Anyone can make money. But, the key to long-lasting wealth is to learn how to manage the money you make. To do so, you need trusted financial advice that enables you to take an informed and proactive approach in mastering your daily finances. But you also need innovative systems in place to manage and grow your wealth so you can enjoy financial independence today and also in retirement.

You can’t rely on luck or chance to live out your financial dreams. You need the right team that supports you every step of the way. And you’ve got that in Pantheon Wealth Planning. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Promise

Our Promise

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How Pantheon's Financial Planning Works for You

A solid financial plan outlines the necessary steps to grow your wealth. In the years to come, you must preserve that wealth—and continue growing it throughout your personal life changes. Together we define your abilities and what you want out of life. We create a personalized plan that helps you build wealth in varying economic climates. And we use straightforward, efficient strategies that you understand and can trust. 

Pantheon Wealth Planning’s process provides sensible, prudent, and innovative financial planning and wealth management for affluent individuals, small businesses, high-tech and medical professionals, and pre retirees. We provide the comprehensive strategies you need for wealth accumulation and preservation.

Our All-Inclusive Approach Involves:

  • Charitable giving that aligns with your principles
  • Tax-smart strategies to balance your tax burden
  • Savings plans to pay health care and education costs 
  • Strategies for retirement income
  • Portfolio management and investing within your comfort zone
  • Succession planning, insurance, and benefits for small businesses
  • Risk management provisions with the goal of protecting you during difficult times
  • Ongoing evaluation and periodic adjustments

For Small Business

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For Professionals

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For Retirees

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For Family

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Wealth Advisor

Fran Chen

Fran Chen

Client Relationship Manager

Jeremy  Olen

Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer, Mariner Advisor Network

Joel Gourdin

Joel Gourdin, CAIA®

Vice President, Portfolio Consulting & Analytics, Mariner Advisor Network

Kimi Lin

Kimi Lin

Administrative Assistant

What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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