Business owners & founders
Approaching a liquidity event.
Certified Exit Planning Advisor
Marc Toomey, CEPA
Co-Founder of Pantheon Group, an advanced planning firm.
Explore Marc's profileLife is full
of exits.
Exit planning · Risk management · Tax efficiency
Profile
Who is Marc Toomey
Marc Toomey is a Certified Exit Planning Advisor (CEPA) and the co-founder of Pantheon Group, an advanced planning firm focused on exit planning, risk management, tax efficiency, and capital preservation.
He has worked in financial services for nearly two decades, helping business owners, families, and professional athletes exit assets tax-efficiently while preserving capital and managing risk.
The firm
Pantheon Group
Marc Toomey co-founded Pantheon Group on June 13, 2023, with his partner Eric Palmer. The firm is not a registered investment advisor and works entirely in the fixed insurance and annuity product space.
Three outcomes
01
Risk management
02
Tax efficiency
03
Capital preservation
Clients
Who he serves
Individuals & families
Seeking tax-aware income and a clean path to transfer wealth.
Athletes & NIL earners
Converting short earning windows into lasting capital.
Every strategy is designed to fit into a client's broader financial plan, not to replace it.
The path
Background
Marc Toomey grew up in Newington, Connecticut, pitched college baseball at the University of Connecticut's Avery Point program and Division I University of Hartford, and earned his degree from the University of Hartford in 2008.
He holds the Certified Exit Planning Advisor (CEPA) designation and a life and health insurance license.
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