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Our Process

Our Process

No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. 

With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Philosophy

Our Philosophy

We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.

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Your Goals are the Key to Growth

The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to your garden of tomorrow.

Organic growth underlies all we do at Poindexter Financial Group, Inc. Together, we’ll design a roadmap that starts with the future you want. Our approach is designed to help your retirement, whatever your goals may be.

Your Goals. Our Strategies.

There are many benefits of working with the right financial advisor. Check out our comprehensive services

  • Fee-Based Investment Management

    Fee-based financial advisors serve in your best interest and act as a fiduciary rather than being motivated by commission payments, proprietary products, or sales quotas.

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  • 1031 Real Estate Exchange

    A 1031 Exchange offer taxpayers the option to build wealth, defer taxes, and invest in replacement property without the stress and headaches of traditional property management.

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  • Opportunity Zone Investments

    Offering Real Estate Investment Opportunities to be built in designated Opportunity Zone areas. Hotel, Apartments and Industrial Real Estate projects available.  

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  • Retirement Planning

    If you're close to retirement or retired already we can help create an investment strategy to pursue your long term goals. We focus on what's important to you.

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  • Estate Planning

    Truly comprehensive planning exceeds retirement and the transferring of wealth. At Poindexter Financial Group, we provide custom solutions that establish a financial transition across generations.

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  • Selling Your Business

    There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>The Latte Lie and Other Myths</p>

The Latte Lie and Other Myths

Do you know these three personal finance sayings?
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<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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<p>The Five Basics of Financial Literacy</p>

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

Thank you!