Penn Advisory Group was born from a simple belief: financial advising should be personal, trustworthy, and focused on long-term relationships.
After decades in the financial services industry, Bob Penn recognized that too many clients were receiving cookie-cutter advice from analysts who had never experienced a real market downturn. Families deserved better - they deserved advisors who would take the time to understand their unique situations and goals.
Today, we proudly serve families across the country and beyond, helping them build generational wealth through personalized strategies, genuine care, and the kind of professional friendships that last a lifetime.
