Business Financial Services
You are a business owner -- you’ve worked with purpose and intent to get where you are today. As business owners ourselves, we understand the grit, determination, and sacrifice it takes to build something out of nothing.
For more than 30 years we’ve provided fiduciary planning services to hard-working business owners just like you. We earned top industry credentials, not because we had to, but because we can’t imagine doing business any other way.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Accredited Investment Fiduciary® (AIF®), Paul J. Toohey will defend your business with the same level of passion and determination as you do.