Bill Toner

For The JOY Of It

Through Passion Or Pain
Through The Sun & Rain

We All Need A Trusted Advisor

Billy On Boots At Buena Vista
Montecito, CA.
Courtesy of Rick Kline
September, 2015.
ALL RIGHTS RESERVED.

Helping People Grow Through Significant Financial Issues

The stakes are high & your time is limited.
For many, life is getting more complex & dynamic, yet families are seeking more simplicity.

My calling in life is to unburden people from the overwhelm of a significant financial issue -
Either a positive opportunity or a negative event.
Especially one that may impact the rest of your life.

My commitment to being a listener &
problem solver for my clients
brings me to beautiful places around the world,
here are a few photos from my ‘Fence Riding.'
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Everyday Different, Everyday Beautiful.
I Look Forward To Hearing From You.

Close, confidential relationships allow us to anticipate our clients' needs & accelerate prudent progress on their behalf. A calm spirit of neutrality, paired with your values, inform our decisions at every level of our business journey together.

-William T. Toner, CFP®, AIF® & PDC, MCA 200GT, 2w3

William T. Toner is a financial advisor living in Montecito, CA. For over a decade, he has helped families, businesses, and their key personnel respond to significant financial challenges and opportunities. His focus is on strategic decision-making, managing processes, improving communication, shaping organizational structure, and promoting collaboration across internal and/or external stakeholders—not daily money management or tactical implementation. He does not sell, represent, transfer, or hold custody over assets or insurance products, nor does he accept finders' fees, kickbacks, or commissions—a rarity in today's markets.