About Us

The Ceponis Financial Group Team

 


Our mission each and every day is to shepherd our clients to financial independence.

This mission requires exacting communication; including meaningful discussion of lifetime goals and challenges, followed by ongoing and integrated investment management.

We strive to be long-term financial advisors who listen well and attend to our clients' needs, simplifying their lives in the process. This allows our clients to lead a more meaningful life.

Here is a link to our most recent brochure desribing how we do business. (Form ADV-Part II)

Would you benefit as a client of Ceponis Financial Group?

Are you . . . .

Searching for money advice you can understand?

Looking to align your money with your goals?

Concerned about services provided by an existing advisor?

Looking for a comprehensive & holistic approach?