For over 20 years, Poindexter Financial Group, Inc., has helped affluent clients and their families advance their financial success. While providing the highest standard of personal attention and service, we deliver the sophisticated financial strategies that your lifestyle deserves.
Strong relationships are at the heart of our firm, and honest communication is at the foundation of our success. As a privately-owned and independent firm, we dedicate our experience so clients can enhance their understanding of the financial world. Increased knowledge promotes clarity as we create custom strategies to answer your most pressing questions and achieve your most valued goals.
Whether you’re still enjoying your career, approaching retirement, or are already retired, we can help you build lasting confidence in your financial future.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our team will walk with you through all areas of your financial life.
Go beyond financial planning and experience a truly strategic partnership.
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At Poindexter Financial Group, our world-class service maintains the same standard of excellence for all of our clients. With decades of combined industry experience, our team unites to form a truly dynamic collective. Through all market conditions, we strive to simplify the complexities of your financial life so you can focus on the things you value most.
We strive to craft strategies tailored to fulfill your vision of tomorrow. From clients embarking on a new career to those approaching retirement, we work with investors across all stages of life. Whatever you hope to achieve, we strive to work with clients who are truly motivated to strengthen their financial independence.
When you have concerns about your financial life, where do you turn? In such a fast-paced world, it can be hard to know where to turn and who to trust.
Poindexter Financial Group was founded to be your resource, your steward, and your partner throughout your life journey. Since our inception, we have helped investors of all levels navigate the complexities of the financial world. As your Financial Coach, we listen to your concerns, guide you through important life decisions, and develop forward-thinking strategies built with your best interests in mind.
We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us. We don’t simply counsel you from a distance. We walk beside you and your family every step of the way.
The Financial Coach™, Certified Financial Planner, CFP®, Accredited Estate Planner, AEP, Chartered Life Underwriter, CLU, Chartered Financial Consultant, ChFC, Life Underwriter Training Council Fellow, LUTCF