Tonyia Cleaver is a Wealth Advisor and Strategist who helps individuals, families, and business owners make informed financial decisions through every stage of life.

After more than twenty five years in corporate broadcast sales, Tonyia transitioned into financial services with a desire to help people navigate life’s most important financial decisions with trusted guidance and a personalized strategy. Today, she combines strategic thinking with a collaborative approach to help clients prepare for what comes next, whether that is retirement, the loss of a loved one, selling a business, changing careers, or another significant life transition.

Tonyia holds the Series 7, Series 63, and Series 65 securities licenses, along with her Texas Life and Health Insurance license and the Certified Exit Planning Advisor (CEPA®) designation. She works with clients on retirement planning, investment management, insurance strategies, legacy planning, and business transition planning.

Tonyia believes every financial plan should begin with a conversation, not just numbers. She takes the time to understand what is changing in a client’s life, the decisions they are facing, and what matters most before developing recommendations designed around their goals.

A passionate advocate for financial education, Tonyia regularly speaks at seminars, workshops, and community events, helping people gain the knowledge and confidence to make informed financial decisions.

Whether meeting in person or virtually, Tonyia serves clients across multiple states, providing thoughtful guidance and personalized strategies designed to help them build the future they envision.