Daniel Leahy, CFP, CRTP
Pennington Financial Group is a fee-only independent Investment Advisory and Financial Planning firm. In addition to personal portfolio management, we specialize in tax planning, estate planning, and retirement planning. Our mission is to help our clients clarify their financial goals, make better financial decisions, and to effectively manage their financial resources for both today and years into the future. As a fee-only advisor, we do not accept sales commissions of any kind. Our only form of compensation is derived directly from our clients, and in our opinion, this creates an atmosphere more conducive to offering trusted and objective advice. We believe that the fee-only compensation model best aligns the interests of the client and advisor, and reduces conflicts of interest.
We are pleased to offer a no cost initial consultation and invite you to call our office for an appointment. During our initial meeting we take our time to get acquainted with you, to find out what is important to you, and to determine if our services would be a good fit with your needs. We look forward to hearing from you.