OUR OFFICE LOCATIONS

Is there a Pence Financial Group advisor near you? If not, feel free to reach out to us and we will find an advisor that best suits your needs.

MEET OUR TEAM

NEWPORT BEACH, CA

5000 Birch Street, W. Tower, Suite 3000
Newport Beach, CA 92660
(949) 944-4734

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MONTEREY, CA

80 Garden Court, Suite 203
Monterey, CA 93940
(831) 375-5112

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PITTSBURG, KS

434 W. 4th Street
Pittsburg, KS 66762
(602) 308-6939

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BOCA RATON, FL

1200 N. Federal Highway, Suite 200
Boca Raton, FL 33432
(561) 237-8116

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VIRGINIA BEACH, VA

283 Constitution Drive, Suite 643
Virginia Beach, VA 23462
(757) 687-8172

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ABOUT PENCE FINANCIAL GROUP

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 STORY

We foster a relationship based on trust, service and transparency. Our commitment is to you.

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OUR TEAM

You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.

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OUR PROCESS

How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.

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OUR MISSION

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

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OUR INVESTMENT APPROACH

Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.

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ABOUT LPL FINANCIAL

Learn more about LPL Financial’s  competitive resources you can take advantage of with Pence Financial Group.

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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.

Let’s Talk

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.

Get In touch

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.

              

ABOUT US

Our Mission
Our Process
Our Team
Our Investing Approach
About LPL Financial

INSIGHTS

Daily Market Report
Quarterly Newsletter
Pence Podcast
Commentaries

OUR SERVICES

Retirement Planning
Financial Planning
Investment Management
Estate Planning
Alternative Investments

RESOURCES

LPL Account View
Appointment Checklist
Tara Timeline Worksheet
Client Brief

WHO WE SERVE

Retirees
Pre-Retirees
Business Owners
Military & Veterans
First Responders

OUR OFFICES

Newport Beach, CA
Monterey, CA
Pittsburg, KS
Boca Raton, FL
Virginia Beach, VA

Disclosures | Fee Schedule | Consumer Privacy & Security Notice | Contact Us

© Pence Financial Group LLC. 2022. All rights reserved.

Pence Financial Group, LLC (“PFG”) is a financial services practice within LPL Financial LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. PFG is an investment adviser registered with the State of California to provide financial planning services. 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.