At the end of the day, our purpose is to help you grow and manage your wealth to empower your purpose through retirement, “INSPIREMENT” (what we like to call your legacy), and finally to span generations so that all the hard work that went into generating your wealth has a more permanent impact.
Maybe you’ve landed on our website because you’ve seen economist and retired Colonel Dryden Pence in the news explaining the latest market conditions.
Maybe you’re here because you’ve heard through a friend or colleague what we’ve been able to accomplish for them and wanted to learn more.
Or Maybe, you’re here because we came up on a Google search. Whatever the reason, we are so glad you found us.
The Pence family has been involved in Financial Advisory Services for over 30 years. By serving over 1000 families, we learned a lot about what works well and what doesn’t.
Those lessons combined with our military heritage inspired us to build a process. We thought, “Wouldn’t it be great to capture all our best lessons learned in one company?”
1000+ Families Served
30+ Years
Military Heritage
In 2018, we created Pence Financial Group, LLC (PFG or Pence). Though a relatively new company, PFG, is not new in experience, philosophy or knowledge.
PFG was created around best practices and a heritage of service. We not only relied on our own experiences, but on that of many experts as well, to create, build, and sustain processes centered around one theme: customer service.
Welcome to Pence Financial Group. We are so glad we found each other.
The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client.
We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.
Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.
At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.
OUR PROCESS
How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.
OUR TEAM
You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.
OUR MISSION
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.
OUR INVESTMENT APPROACH
Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.
Learn more about LPL Financial’s competitive resources you can take advantage of with Pence Financial Group.
The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.
Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.
Read our most recent blogs, insights, and issues our clients care about.
At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
© Pence Financial Group LLC. 2024. All rights reserved.
The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.
Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.
The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.