Toney Falkner, MBA
Toney has spent his career helping people realize their most important financial goals. While his background has included banking, accounting and investment planning his focus has always been helping his clients make the best financial decisions possible based on their unique goals and circumstances. Ultimately, he found that the culture of most investment firms frowned on custom tailored solutions for clients and instead encouraged and rewarded herding clients into limited, pre-defined investment solutions. Unhappy with these choices, Toney and his partner Rick founded PWM of NC, a fee-only RIA firm devoted to seeing and serving our clients as individuals. Today, Toney continues to pursue his lifelong passion of delivering comprehensive, conflict free financial advice. In Toney's free time he enjoys spending time with his family and playing golf. Also, Toney is an animal lover and his favorite breed of dog is "rescue".
252-492-8694 Ext 1 | email@example.com