Broker Check

At Pennington, Bass & Associates we take the puzzle out of financial planning. We deliver advice and service... with compassion.

We believe financial planning is about the people, not just the money. We are relationship focused — we want to have lasting and meaningful relationships with our clients and enjoy being with the people we work with. This is the reason we have been in business for over 60 years.

Founder Lee Pennington (retired) began his career specializing in life insurance in 1953 and his forward thinking led him to the larger field of financial planning where many consider him a pioneer in the industry. Mark Bass, CFP®, CPA, AIF® began work with Mr. Pennington while in college in 1971 and they are thought to have the longest running financial planning partnership in the country. Jennifer Coe Dever, CFP®, CRC®, AIF® began her career with the firm in 1995.

Click here for more information about us.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Learn More

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More

Have a Question

Name
Email
Phone
Question
Thank you! Oops!