Creating a plan and portfolio that aligns with your values, needs and goals is where our process shines. Penn Financial’s GPS Financial Planning process helps lead us to investment choices, decisions, and plans that are designed to help you to meet your goals. As a Fiduciary, Gary Penn has your best interest as his highest priority. When you succeed, we succeed.

We only do one thing here at Penn Financial, we do your  financial planning and execution.  We use a broad spectrum of investments and managed investment platforms to create personalized, goal-oriented client portfolios. Each client portfolio is created and managed with one overriding mandate, help the client to succeed in planning for, and living a financially successful, values based, goal oriented life. 

Contact us today to learn more, we look forward to meeting you.

Penn Financial, LLC., does not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.