10 Years of Penney Financial
Penney Financial’s 10-year milestone belongs to the clients who placed their trust in the firm, the team members who helped build it, and the families who supported it behind the scenes.
To everyone who has been part of this journey—thank you.
Here’s to the next decade of planning, partnership, and purpose.
We’re Not Smarter Than Our Clients
One of the biggest misconceptions about working with a financial advisor is the idea that clients need one because they “can’t” manage their money. That couldn’t be further from the truth.
Year in Review
The past year has brought a lot of changes for our team here at Penney Financial. We've been quietly working on several upgrades we're excited to share with you. While our mission remains the same — to bring clarity and confidence to your financial life — we’ve made some meaningful upgrades to better serve you.
How Expensive Is Your BIas?
We all have them — but we might not all know what our biases are, or what they’re costing us.