A complete list of active advisors currently associated with Pantheon Wealth Planning

Warmer can help you find a great advisor at Pantheon Wealth Planning or one who fits your needs even better.

Pantheon Wealth Planning provides written financial planning and consulting services to individuals, high‑net‑worth clients, medical professionals, and business entities, offering both initial one‑time plans and an ongoing "Concierge" planning service. Its planning scope includes retirement, tax, estate and insurance planning as well as business planning topics such as entity setup, executive benefit plans, and group retirement/health plans. The firm’s advisory model is planning‑centric rather than asset‑management oriented: written plans typically do not include implementation or active monitoring of client accounts, and clients remain responsible for executing recommendations. Concierge clients receive periodic meetings and plan updates, and the firm employs fundamental analysis when addressing investment‑management topics but does not take custody of or discretionary control over client assets. The brochure discloses that the firm’s advisers are also licensed insurance agents and registered representatives who can implement recommendations through LPL Financial and receive commissions or other third‑party compensation, a potential conflict of interest that is disclosed to clients. Pantheon also differs from many peers by not using percentage‑of‑AUM fees and by limiting its services to planning and consulting rather than providing portfolio management or custody.

To learn more about the advisors currently working at Pantheon Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.