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Why Pantheon?

Client Centered

With nearly two decades in the financial industry, Sheri Pan’s extensive experience taught her to see the importance of connecting with clients as a financial and wealth planner. It was this realization that spurred the creation of Pantheon Wealth Planning in 2013. She founded her company on the principal that instead of serving clients through a one-dimensional approach, she would build personal relationships with her clients in order to develop a thorough financial plan to address all of their needs.

Pantheon Wealth Planning continues to refine and operate on that founding principal today. We partner with clients like you in significant and dynamic ways. When you choose us to manage your wealth, we take it seriously. We work hard to earn your trust—and it is well deserved. Because, your trust allows us to do what we do best: provide comprehensive wealth management based on personal relationships, industry knowledge, and tailored guidance.

The Power of Pantheon

Your wealth determines your financial freedom now and in retirement. But, the power of Pantheon isn’t just about wealth management. Our main focus is centered around you as a person. Financial planning is not black and white but also includes shades of gray and the brilliant colors that make up your life story, goals, and aspirations.

Pantheon’s focus is to build strong and lasting relationships with clients to foster professional friendships through a comprehensive financial planning process. At a time when many firms use robot advisors to allocate funds and automate investments, Pantheon Wealth Planning embraces the human side of money. You deserve independent advice from professional advisors who give an honest assessment of your position—professionals who see you as a person, not as a monetary figure.

And that is what you’ll find in Pantheon. We’ll take care with your money, but we’ll also take care of you.

Pantheon's Promise

Pantheon's Promise

You can put your trust in us. And, we’ll work hard to earn it. Your trust allows us to do what we do best: provide progressive wealth management based on dynamic relationships, industry knowledge, and personalized guidance.

We help you identify your dreams and create dynamic financial planning that works toward those dreams in vivid colors, helping you pursue the financial clarity you deserve. 

We understand:

  • Your true value isn’t based on a monetary figure.
  • Financial independence is your priority, which makes it ours, too.
  • Our honest assessment of your situation helps you set realistic, attainable goals.
  • Managing your money is about much more than crunching numbers on a piece of paper. 
  • You have hopes and fears and dreams for your personal and financial life. These must be aligned to achieve your full potential.
  • Your future can’t be fully realized by simply applying an algorithm, and it shouldn’t be.
The Pantheon Purpose

The Pantheon Purpose

Pantheon Wealth Planning stands by your side through all of life’s events. Pantheon’s purpose is to provide you the knowledge and progressive strategies you need to make informed decisions about your financial future. Through education, open communication, and proactive planning, our approach delivers exceptional, strategic wealth management with a human touch.

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