About Us

For over 33 years, Roney & Company has provided individuals and business owners with tax-free growth and tax-free distributions so they can leverage their current financial success and pass it on to future generations without affecting their current and future lifestyle.

Our specialty is tax planning, specifically in the areas of Wealth Accumulation and Estate Planning for high net-worth families and closely held corporations. Having developed strong alliances with our agencies and carriers over the years, we help our clients achieve the highest returns on their investment dollar. Further, by embracing industry specific technology early on, garnering strategy network partnerships, Roney & Company maintains a strong and competitive edge in the financial service marketplace.