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.

NEWPORT BEACH, CA

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

MONTEREY, CA

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

PITTSBURG, KS

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

BOCA RATON, FL

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

VIRGINIA BEACH, VA

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

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.

OUR TEAM

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

OUR PROCESS

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

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.

ABOUT LPL FINANCIAL

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.