"Pantheon"

- a group of particularly respected, famous, or important people: "the pantheon of the all-time greats"

The founders of Pantheon Group had one mission in mind: Build a team consisting of advanced planning experts that have reached the highest level of their profession.  The goal is to bring this team of pantheons to successful business owners and affluent clients who are in need of planning expertise.

For over 20 years, each Managing Partner of Pantheon Group has served in multiple capacities within the business, personal, and financial planning realm.  Over the years they developed a planning methodology that aligns all 3 legs of the "planning stool" at the same time.  This means focusing on the Business, the Personal & Financial side of someone's life. 

It became clear early in their careers that the planning community as a whole tended to work in silos, focusing on single solutions or only one leg of the stool.  The results of which are clear, the stool will fail.  With this experience in mind, Pantheon Group stays true to form and delivers planning solutions built to last.

As Certified Exit Planning Advisors (CEPA®), the Managing Partners at Pantheon Group also have a unique understanding of how to exit a business.  Whether selling the company, transferring it to family or partners, or dissolving the business, Pantheon Group is equipped to integrate exit strategy with the advanced planning process.  The end result achieves a “best-in-class” business, personal, and financial plan.