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Get results you won’t achieve on your own. Our mission is to help our clients clarify their financial goals, make better financial decisions, and to effectively manage their resources for both today and the years to come.

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Financial Guidance for what’s 
happening in your life

If you're like most people, you probably want to keep investing and financial planning high on your to-do list. But it feels like there's so much you need to do ... and so little time (and resources) to do it.

The good news?  At Pennington Financial Group we have over 30 years of experience helping individuals and families of all life-stages clarify, prioritize, and achieve their goals. 

pic-tabs-1.jpgCongratulations, college graduate. Over the past four years, you’ve navigated the challenges of balancing your school and social life, made friends and memories to last a lifetime, and began your career.

You’re about to embark on a new set of adventures. Buying a home, paying off student loans, changing jobs, and saving what you can: overall, being a “real adult.” While you may look like one to the outside world, inside, you may feel like anything but.

We understand that post-graduate life can be hard to manage alone. Our team of experts has been helping clients for over 30 years find clarity around their money. Talk to one of our advisors today to help get your finances on track for a successful and stable future.

We are now offering a Financial Kickstart Program for the cost of a gym membership!

pic-tabs-2.jpgThe transition from partner to parent can be both exciting and terrifying. Along with your new bundle of joy, the stork will deliver a whole new set of financial challenges. In the midst of planning for your baby’s future, planning your family’s financial future may seem overwhelming. 

At Pennington Financial Group, we are here to support you and your family as you manage your time and money. We have been helping young families solve their financial challenges for over 30 years. We provide advice on maximizing tax breaks, boosting emergency savings, saving for college, purchasing a home, and investing for retirement.

We are now offering a Financial Kickstart Program for the cost of a gym membership! 

pic-tabs-3.jpgBetween after school activities, a booming career, and a blissful marriage (we hope!), your time is spread thinner than ever.  A master of multi-tasking, you are juggling multiple priorities: driving the kids to school, sipping a non-fat latte, balancing your checkbook, all while facilitating a conference call overseas.  

These activities have left you with little time for creating a dedicated financial planning strategy.  We are here to help. At Pennington Financial Group we provide advice on maximizing tax breaks, boosting emergency savings, saving for college, protecting your family, purchasing a home, and investing for retirement. 

Our team of professionals communicates the way you do—in real time. For 30 years, we have collaborated with clients to envision and design their ideal lifestyle.

pic-tabs-4.jpgAt Pennington Financial Group, we recognize that retirement is no longer a "one-size-fits-all" proposition. Your financial situation, job satisfaction, lifestyle preferences, general health, and feelings about retirement are important factors we consider when building your retirement plan.  

You might love your career and want to keep working as long as you can. On the other hand, maybe you can't wait to retire and start traveling the world.  

Whatever your feelings about how you'll spend your time or where you'll live, the first step is to perform a comprehensive evaluation of your financial situation.  Our team of experts has over 30 years of experience helping clients envision and create their ideal life in retirement. 

pic-tabs-5.jpgThe best part about retirement is the newfound freedom to do so much more of the things you love, but didn’t have time to fully enjoy during your working years.  Our mission is to help you live the retirement you want.  We begin by working with you to clarify and prioritize your retirement goals.  We then match those goals with a customized investment portfolio suited to meet your spending needs for not just this year but also all the years to follow.  By designing a well-crafted retirement plan, you are then free to focus on those things that really matter to you and achieve peace and purpose in your retirement.

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