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Our Mission and Philosophy

Pantheon Wealth Planning stands by your side through all of life’s events. As your personal CFO, our mission is providing you the knowledge and up-to-date strategies you need to make informed decisions about your financial future. Through education, open communication, and proactive planning, we deliver exceptional strategic wealth management with a human touch.

Our mission is based on distinctive and purposeful pillars that present a solid foundation of sensible planning and prudent asset management, along with innovative wealth creation strategies.

Our ideal client relationship is working closely with you to precisely identify your goals and help you create a plan to work toward them. 

Our promise to you is that we will:

  • take time to learn about you, your goals, your history, aspirations, and expectations
  • evaluate your situations and provide objective advice/recommendations based on your unique needs
  • address all aspects of your financial life, identify potential issues, and discuss your options
  • be honest in our analysis of your expectations and decisions even when it creates discomfort
  • coordinate our work with your accountant, attorney, and other advisors
  • maintain a transparent relationship so you clearly know the costs for portfolio management, transactions, and advisory services
  • provide continual education along your journey with our firm
  • protect your privacy and keep all your information confidential

Our strategy works most effectively with people who:

  • are financial delegators
  • have an open mind and a willingness to brainstorm with us in a creative dialog
  • possess a willingness to shift your behavior when it furthers the fulfillment of your goals
  • recognize that financial planning—like life—is not an exact science
  • are willing to trust our intentions and the knowledge we present
  • are motivated to accept our advice as appropriate for your circumstances
  • have an understanding that planning strategies can and should be analyzed and modified when necessary (i.e., should your goals or current situation change, etc.)

At Pantheon Wealth Planning, our primary focus is to assist you in the process of confidently building and protecting the wealth you deserve. Our five-step process allows us to build this relationship and help you develop a streamlined technique that best suits your lifestyle.