IF YOU ARE AN INDIVIDUAL, BUSINESS, FAMILY OR GROUP WHO HAS A PURPOSE, WE WOULD BE HONORED TO HELP YOU EMPOWER IT.

If you don’t have a purpose, we would be honored to help you discover it.
No matter where you are in life, no matter where you are financially, we would like to see if we can help.

PASSION FOR HELPING PEOPLE.

The phrase “wealth management” is common across the financial services industry, but it might be a little misleading. While we have the experience necessary to create comprehensive wealth management plans for high net worth investors and corporate executives, that isn’t all we do.

PURSUING YOUR GOALS. MEETING YOUR NEEDS.

At Pence Financial Group, we are passionate about helping people in all sorts of financial situations. We work with new college graduates to prepare for long-term financial success, men and women in the midst of life events that challenge their current financial plans, and retirees looking to generate enough income to pursue their preferred lifestyles.

Business owners come to us for advice on organizing and structuring their companies to keep their tax bills as low as possible, and we often support multiple members of the same family to find solutions for transferring assets from one generation to the next. No matter what your current situation is, we offer programs and services specifically customized to meet your needs.

WHO WE SERVE

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

RETIREES

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.

PRE-RETIREES

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.

CORPORATE EXECUTIVES

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.

BUSINESS OWNERS

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.

MILITARY & VETERANS

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.

FIRST RESPONDERS

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.