A Certified Exit Planning Advisor and co-founder of Pantheon Group, focused on the moment wealth changes hands.
Most planning is built for the climb. Marc Toomey, CEPA, works on the descent: the exit, where the biggest and least reversible decisions get made.
As a Certified Exit Planning Advisor, Marc Toomey helps owners and families prepare for the transitions that concentrated success eventually forces: selling a company, unwinding real estate, a liquidity event, or passing assets to the next generation. The CEPA designation, earned through the Exit Planning Institute, formalizes a discipline he had already spent close to two decades practicing, and it turns a one-time transaction into a durable, tax-aware, risk-managed plan.
The premise Marc Toomey returns to is simple: growth eventually turns into a decision, and the biggest risks show up precisely at that decision point. A portfolio can compound quietly for years, then expose its owner to concentration, liquidity, and tax risk the moment it is sold or transferred. Planning for the exit in advance is what keeps that moment from becoming an expensive surprise.
Pantheon Group, the firm Marc Toomey co-founded in 2023 with his partner Eric Palmer, is built for exactly this. It organizes its work around three outcomes:
He works with three kinds of client, and in every case designs strategy to fit into a broader financial plan rather than replace it. Business owners and founders come to him with a liquidity event a few years out, needing capital positioned before the wire hits. Affluent individuals and families arrive with wealth spread across companies, real estate, and investments, looking for tax-aware income and a clean transfer to the next generation. Professional athletes and NIL earners face short, intense earning windows that have to fund a lifetime.
Marc Toomey holds the Certified Exit Planning Advisor (CEPA) designation and a life and health insurance license. He earned his degree from the University of Hartford in 2008, with a combined focus in insurance, finance, and economics, and has spent nearly two decades in advanced planning, work that led him to co-found Pantheon Group, headquartered in Phoenix, Arizona. Marc Toomey has also shared Pantheon Group's exit-planning approach on industry podcasts, including the Retirement Solutions Roundtable on the Equis Financial podcast network.
By design, the firm is defined as much by what it declines as by what it delivers: it is not a registered investment advisor, does not touch securities or stock trading, and refers work outside its lane to vetted partners. You can read more about Marc Toomey on his profile at Pantheon Group, at MarcToomey.com, on LinkedIn, or on X.
A Certified Exit Planning Advisor is a professional trained to help owners prepare for and execute the transition out of a business or concentrated asset. Marc Toomey holds the CEPA designation and applies it to exit planning, risk management, tax efficiency, and capital preservation.
Exit planning is the work of preparing for the moment an asset changes hands, whether a business sale, a liquidity event, or a transfer to the next generation, so that risk is contained, tax is controlled, and capital is preserved. Marc Toomey builds these plans for business owners, families, and professional athletes.
No. Marc Toomey and Pantheon Group are designed to fit into a client's broader financial plan, not replace it. The referring advisor stays the client's primary point of contact, and Pantheon Group supplies the specialized exit-planning work behind the scenes.
Pantheon Group is not a registered investment advisor and does not deal in securities, variable products, or stock trading. It works in the fixed product space and refers work outside that lane to a network of vetted partners.