Ceponis Financial Group, opened in 1997, endeavors to re-define how financial advice is given to clients. Its founder believes most people highly prize individual attention and care.

 
Thus was borne the company mission statement: To shepherd clients to financial independence.      
 
This mission requires exceptional communication; including meaningful discussion of lifetime goals and challenges, followed by ongoing and integrated investment management. 
 
The firm prides itself on serving a small group of clients, allowing for special attention to each. We strive to be long-term financial advisors who listen well and attend to our clients' needs, simplifying their lives in the process.

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

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