We are so glad you found us.
Maybe you’ve landed on our website because you’ve seen economist and retired Colonel Dryden Pence in the news explaining the latest market conditions. Maybe you’re here because you’ve heard through a friend or colleague what we’ve been able to accomplish for them and wanted to learn more. Or, maybe, you’re here because we came up on a Google search. Whatever the reason, we are so glad you found us.
The Pence family has been involved in Financial Advisory Services for over 30 years. By serving over 1000 families, we learned a lot about what works well and what doesn’t.
Those lessons combined with our military heritage inspired us to build a process. We thought, “Wouldn’t it be great to capture all our best lessons learned in one company?” In 2018, we created Pence Financial Group, LLC (PFG or Pence) to do just that. Though a relatively new company, PFG, is not new in experience, philosophy, or knowledge.
PFG was created around best practices and a heritage of service. We not only relied on our own experiences, but on that of many experts as well, to create, build, and sustain processes centered around one theme: customer service.
We use a team approach and technology, when appropriate, to help amplify a great customer experience. We call our approach, the P3 Formula. (Click here to learn more about it.)
At the end of the day, our purpose is to help you grow and manage your wealth to empower your purpose through retirement, inspirement (what we like to call your legacy), and finally to span generations so that all the hard work that went into generating your wealth has a more permanent impact.
Welcome to Pence. We are so glad we found each other.
LEARN MORE ABOUT US
Our team members have spent decades in the industry, providing financial guidance for clients like you.
Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.
With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.
LPL Financial was founded with a vision to help financial advisors establish successful businesses.
Request An Appointment
At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
OUR INSIGHTS
Providing resources which cover topics from financial planning to investment clarity.
The 5 P’s Impacting The Market
Pence Perspective - "So, What?" with Dryden [...]
Quarterly Outlook Report – Building America Portfolio Update
Quarterly Outlook Report - Building America Portfolio [...]
Recovery Activity Shifting the Narrative Around Asset Allocation
Recovery Activity Shifting the Narrative Around Asset [...]
High Sensitivity to Earnings Miss
High Sensitivity to Earnings Miss [...]
People are Significantly Underestimating China
People are Significantly Underestimating China Dryden Pence, [...]
Sentiment Moves the Market Forward
Sentiment Moves the Market Forward (Reuters TV) [...]
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Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.
