Broker Check
Toni E. Whaley

2024 NTSA President and 2024 Marquis Who's Who Honoree, Toni E. Whaley is Co-Founder and CEO of Paladin Advisor Group, A PlanMember Financial Center. She has been a financial planner for over 20 years. Together with her husband Mike, she has grown Paladin Advisor Group to nine associate financial professionals, servicing several counties in the greater Baltimore and Washington DC area. Paladin services over 3,500 clients and manages over $290 million in client assets. Toni currently holds series 6, 65, 63 and life and health licenses; and a CRES – Certified Retired Education Specialist designation.  As a financial professional, Toni focuses on helping those who make it their mission to serve others. Her clients include education professionals and their spouses, Federal employees, and employees of for-profit and non-profit organizations as well as Small Business.  Helping people discover who they are, who they want to become and plan for their future is a major focus for Toni.  Toni belongs to the Howard County Chamber of Commerce, the National Association of Professional Women, the Financial Services Institute, and the Howard County Estate Planning Council. Paladin Advisor Group is listed as an A+ accredited company with the Better Business Bureau.

Toni is a topical speaker on subjects such as personal financial fitness, understanding how money works in our economy and personal responsibility. Toni is well-versed in pension and benefit features, retirement income planning, and senior benefits topics such as Medicare and Social Security. Toni is a devoted mother to three adult sons and a proud “Mimi” to three granddaughters. She finds joy in her Shih Tzus, Bear and Willow, who bring additional love to her life. Her passion lies in serving individuals and families affected by disability through her involvement with the Joni and Friends organization. When helping her clients construct their financial life, Toni’s goal is to give them confidence that financial peace of mind is within their reach.

Click here to visit Toni Whaley at PlanMember.com