Jamey Toney, the founder and operator of Toney Financial Services, collaborates closely with his team and other professional resources to helping ensure clients receive efficient, professional, and friendly financial planning advice and service.
As your wealth manager, Jamey will oversee the financial planning process for you. He will assist in identifying your goals and collaborate with you to implement a series of comprehensive wealth strategies, helping you realize your vision for the future through “The Tiger Process.”
Driven by a passion for helping people pursue and maintain financial independence, Jamey Toney founded his company in Snellville, Georgia, in 2008, and rebranded it to Toney Financial Services in 2022. A primary focus for Jamey’s clients is helping to ensure their needs are met and their futures are financially independent, enabling them to live a fulfilling life.
Jamey’s credentials include:
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor®
- Chartered Financial ConsultantTM
- Member of Ed Slott Elite Advisor Group
Jamey is a SmartVestor Program Participant. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals to learn more.
Born in Decatur, Georgia, and raised in Snellville, Jamey graduated from The University of Georgia with a Bachelor of Science in Consumer Economics. He is committed to staying current with wealth management strategies for both his clients and his own family and actively engages with networks of wealth management professionals. Jamey and his wife of over 10 years, Meghan, reside in the Athens area, where they are raising their son. He is an active participant in the Snellville Commerce Club, a Gwinnett County Chamber Chairman’s Member, and serves on the board of the Snellville Downtown Development Authority. Jamey and Meghan enjoy giving back to local charities and being active members of their community and church.