Our Team

  • Tom Cooney, CPA®/PFS®, CFP®


    Tom Cooney is a Certified Public Accountant with a Personal Financial Specialist credential, as well as, a Certified Financial PlannerTM. He has over 30 years of experience in tax, financial, and investment planning for individuals and pension plans. He also has extensive expertise in 401(k) plan design, administration, and consulting.

    Tom's overriding drive is to help clients, whether they are business owners or employees, achieve financial success on their road to their retirement.

    Tom is a member of the AICPA® Personal Financial Planning section, the National Association of Plan Advisors, and the Financial Planning Association.

  • Sean Cooney

    Financial Advisor


    Sean Cooney has over a decade of experience working with clients, 401k plan participants and plan sponsors. As a Financial Advisor he has been in the forefront of bringing in new technology to help our clients better understand their finances. He has been key in much of the investment research that goes into providing clients with sound guidance in developing an investment and allocation plan for their future.

    He encourages his clients to focus on the lifesyle they want in the future, as well as, the lifestyle they want now.

    Sean is also heavily involved in providing advice and support for client's who are 401(k) participants and plan sponsors, as well as, those holding IRA accounts.

    Sean is a member of the National Association of Plan Advisors and the Financial Planning Association.

    We look forward to using our expertise to help you work toward your retirement lifestyle goals.

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Contact Us

1 Eves Drive,Suite 111
Marlton, NJ 08053

Office: 856-988-0688
Toll-Free: 800-755-7526
Fax: 856-988-9544

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