Welcome to Juncture Financial Group, LLC.

Choosing a financial planner or investment advisor may be one of the most important decisions you make in your lifetime.  It is important to select a professional that is competent and trustworthy, one that will always put your interest first and hold themselves to a fiduciary standard, and one that is truly committed to understanding your personal situation and helping you achieve your goals. 

Juncture Financial Group, LLC is an independent, fee-only comprehensive financial planning firm that serves individuals and businesses.  We work with a select group of clients that share our philosophies and values and who are committed to proactively managing their human and financial capital.

We are a fiduciary, which means that we always place your interests first.  As an independent fee-only firm, we do not represent investment or insurance companies, sell products, or receive commissions.  The only compensation that we receive comes directly from our clients.  All of this means you can have confidence that our advice is unbiased, objective, and focused on your unique situation and needs.

Our practice is built upon an extraordinary commitment to our customers and excellence in financial planning and investment disciplines.

We offer all inclusive comprehensive financial planning services for a fixed annual fee.  We integrate life, career, and business planning into our financial planning process and utilize a holistic approach to maximize the value that we create for our clients.

Our Mission is to help people achieve the things in life that are most meaningful to them and to live a life of security and fulfillment. 

We hope that you will take this opportunity to learn more about our firm including how we approach the above services, the types of clients that we serve, and the value that can be created by working with Juncture Financial Group, LLC.  Call or e-mail us to schedule an initial complimentary consultation.