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About Us

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.

Our Primary Purpose

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?

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!