We use a team approach, where the investment team is focused on your team while your advisor focuses on you and your plan.

We follow time-tested planning principles and an investment process to help provide you with great comfort in relation to your income and confidence regarding your wealth.

We listen, we serve, and we execute strategies designed for your specific needs and goals. Our team approach allows each member to focus on their particular area of experience, thus delivering a stronger team to help you manage the financial complexities of life.

Founded by an US Army Colonel, our team is comprised of veterans and civilians, who now have a professional mission to serve as your guide in pursuit of financial independence.


Behind every success is a story.
You have a challenge, a passion, and a dream.

A Time-Tested Process to Help Pursue Your Goals:

We need to get your right before we get your plan right. Our financial advisors are trained in the Pence Planning and Investment Process.

Our time-tested process is used by some highly experienced advisors that seek to be industry leaders.

This is a journey to a comfortable, or even adventuresome retirement goal, that can also address your multigenerational and charitable gifting.

Together, we will explore solutions and create a strategy to help empower your purpose.

Step 1:
Initial Assessment

Review your individual starting point and financial position.

Step 2:
Goals & Objectives

Gain a clear understanding of what is important to you and why.

Step 3:
Financial Analysis

Examine how your current state compares to your ideal state.

Step 4:
Implement Financial Plan

Take appropriate action towards your financial goals.

Step 5:
Annual Financial Plan Review

Consistent review to make adjustments and modifications as needed.

A Trusted Brand With Years of Experience:

The Pence Brand has been trusted by clients and their families nationwide for over 30 years. Driven by a mission to serve, we will be with you every step of the way.

Your assets are in the custody of LPL Financial, a multi-billion dollar publicly traded company and a leading broker dealer of financial strategies.

LPL’s technology will allow you to view your portfolio online while your Financial Advisor, supported by our investment and customer service teams, will be here to answer any questions you may have.


Where are you on the journey to discovering your purpose of wealth?

Because we know there’s more to wealth than money. Our purpose and our strategies are aimed at one thing: To Empower Your Purpose.

Our advisors will use the TARA Timeline Chart to help guide you to discover your purpose through the accumulation and distribution phases of your wealth journey.


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.


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


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


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


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.