Pence Financial Group

Pence Financial Group



About Us

Pence Financial Group is a wealth management firm that provides comprehensive financial and retirement planning services for retirees, pre-retirees, business owners, members of the military, and veterans. However, our mission is to do more than simply manage your wealth. We are passionate about helping you align your wealth with your purpose—your reason for getting out of bed every day.

In other words, our purpose is to help you realize your purpose.

Do you feel like you don’t have a purpose? You do, and we’ll help you discover it. Live a more fulfilled life and create a legacy that you can pass down to the next generation.

Want to live a more abundant life? Want to extend your legacy for your children and grandchildren? In addition to all the financial consulting we can provide, we’ll take you on a deeper journey of what it means to be really LIVING, LEARNING, GIVING & EARNING then piece the puzzles together and help you make the difference you aspire for.

Rep/Contact Info

Linh Pollack
Executive Assistant
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Paula Soares
Financial Advisor