We are especially grateful to the courageous men and women who have served to defend our country. We know the sacrifices you have made to protect our country, and we are honored to have an opportunity to serve you.

You have a special place in our hearts as we know that without your sacrifice, the freedoms and the quality of life that we enjoy, would not exist. 

Often we find that we can provide important partnership and guidance on the financial issues facing those currently serving, and we have extensive experience in managing the financial challenges facing veterans of the armed forces.

For years, your purpose was to ensure the way of life we enjoy in the United States endures. You took care of us. Now, let us help take care of you.


As active and retired service members, you have unique needs that are often ignored by traditional financial planners. For example, you have unusual obstacles when it comes to building wealth, as deployments, training, temporary duty, and PCS can derail even the most meticulous financial strategies. We consider all of these possibilities as we build your comprehensive wealth management strategy, so you are better able to work towards your financial goals. 

Veterans might not have to face frequent moves and active duty, but that doesn’t make financial planning any less complex. You may have medical needs that need to be addressed, or you might be working towards the next step in your career. Incorporating your military benefits into your financial plan ensures you enjoy all of the rewards you are entitled to as a result of serving your country. We understand how to maximize those benefits, so you are well-positioned to pursue financial confidence. 


Furthermore, we stay with you for the long haul, recommending adjustments as needed when your situation changes. When it comes to military financial planning, we are the experienced professionals, and we put that experience to work for you. Learn more about the opportunities we offer to support you in pursuing your financial goals.


Tell us your story and we will put together a comprehensive plan for any goals or circumstances in your life.


Leaving the workforce is a major milestone – and a big transition. Your income sources have changed in significant ways, and it can be unsettling to feel you are at the mercy of the markets.


If you’re reaching your retirement years and aren’t sure you have saved enough, we are here to serve you. At Pence Financial Group, we are experienced in getting your retirement plan back on track.


For our C-Suite clients, In addition to where and how to invest your base salary, we can help you to create smart strategies for managing stock options, bonuses, and deferred compensation.


The financial challenges facing business owners are varied and complex. We have decades of experience in developing detailed financial plans for businesses of every size, and in every industry.


Every day you serve your communities. You put your life, your health, welfare at risk. Let us help ensure you don’t put your financial future, and that of your family, at risk, as well.

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.