Marc Toomey, CEPA, is a Certified Exit Planning Advisor and the co-founder of Pantheon Group, a Phoenix-based advanced planning firm. Marc Toomey has spent nearly two decades in financial services focused on the part of the work most advisors underplay: managing risk, controlling the tax cost of an exit, and preserving capital as assets move from one stage of life to the next.
Marc Toomey co-founded Pantheon Group with Eric Palmer on June 13, 2023. The firm is built around one clarifying idea: life is full of exits. Selling a company, a liquidity event, repositioning real estate, a career change. Pantheon Group helps clients turn concentrated success into durable, tax-aware, risk-managed wealth. The firm organizes its work around three outcomes: risk management, tax efficiency, and capital preservation. Pantheon Group is not a registered investment advisor and works entirely in the fixed product space.
Marc Toomey works with three kinds of client: business owners and founders approaching a liquidity event, affluent individuals and families with meaningful assets across businesses, real estate, and investments, and professional athletes and NIL earners whose short earning windows he converts into lasting, flexible capital. In every case, the strategy is designed to fit into a client's broader financial plan, not to replace it. Marc Toomey grew up in Newington, Connecticut, and earned his degree from the University of Hartford in 2008.
Connect with Marc Toomey: https://marctoomey.com | https://www.pantheongroup.com/marc-toomey | https://www.linkedin.com/in/marc-toomey-cepa-6667a0287Â | Marc Toomey on Amazon