Our mission is to provide better advice at a better cost than our industry peers.

Founded in January 2016, Penney Financial’s exponential growth can be attributed to clients resonating with our mission. Too many wealth management firms provide conflicted advice, sell financial products or charge 1% or more for asset management and an annual phone call. We believe clients deserve better and more. Better planning. Better advice. More transparency. More value.

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Cameron Penney, CFP®

Managing Director

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Kali Staples

Associate


Associations & Partners