Broker Check


Paul J. Toohey holds the Certified Financial PlannersTM and Accredited Investment FiduciaryTM designations. His clients consist primarily of professionals, executives, business owners and dual income earners.

Additionally, Paul brings extensive experience and knowledge as an Accredited Investment FiduciaryTM in assisting sole proprietors, partnerships and corporations in establishing, maintaining and funding tax-advantaged retirement plans. Programs that can be designed to weigh benefits toward the business owner are:

  •  i401k & 401k Plans
  • 403b7 & 457 Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • Deferred Compensation Plans

Paul has been in the financial services industry since 1974 and has developed his practice to include work with professional, attorneys and CPA firms. Expertise: As a Fee Based Financial Planner & Wealth Manager, Paul’s areas of concentration include: 

  • Comprehensive Financial Planning
  • Investment Portfolio Analysis
  • Portfolio Management
  • Tax-Efficient Managed Portfolio
  • Tax Planning
  • Estate and Retirement Planning
  • Business Continuation Planning.