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What We Do

We are driven to maximize the potential of your wealth. At Poindexter Financial Group, we recognize that financial gain can introduce as many challenges as opportunities. While promoting your own success, we believe sound financial strategies should enhance the financial wellness of your family and community for generations to come. Ambitious investors deserve strategies that help them take command of their wealth while laying a foundation for their loved ones.

At Poindexter Financial Group, we take a comprehensive approach to planning that helps clients identify and solve the unique demands that often accompany affluence. We are motivated by your goals, inspired by your discipline, and driven to provide strategies with your best interests in mind. Whatever you hope to achieve, we strive to simplify the complexities of your financial life so you can focus on what matters most.

Our Mission

By aligning all areas of your financial world, we make it our mission to provide true peace of mind. Our team of specialists holds the industry’s highest educational honors and are uniquely qualified to provide tailored wealth management plans, insurance strategies, estate plans and more.

Integrating state of the art technology with custom financial strategies, we deliver a truly personal investing experience. By connecting with clients a minimum of thirteen times per year, we strive to serve as your strategic partner and help you navigate all economic environments with confidence.