At Tony Pondel, CERTIFIED FINANCIAL PLANNER™, P.C., we take a financial planning approach to help our clients prepare for and invest in their desired financial future. As a small, independent firm, we maintain a low advisor-to-client ratio that enables us to give every client the individual
attention and customized strategy necessary to help protect and grow their hard-earned wealth. As a fee-based operation with no allegiance to third-party influencers, our clients can be confident that we are sitting on the same side of the table as them, working diligently in their best interest to help them
address their short-term financial objectives and long-term retirement goals.
Working with our clients to create a comprehensive financial plan serves as the foundation for everything we do. By partnering with a CERTIFIED FINANCIAL PLANNER™ professional – a designation limited to a select group of planners who have met rigorous education, experience and ethical
requirements – our clients have committed time and effort toward developing a financial plan, and hold themselves accountable for the steps they need to take to get to where they want to be financially. We pledge to match that commitment with total transparency, straightforward advice and the highest level of
Our mission is simple: help our clients visualize their goals and achieve them.
We are a fee-based independent advisory firm focused on financial planning.
Our financial professionals are dedicated to providing high-quality service.