Westpoint Financial Group

We strive to bring financial wisdom and clarity in a world of infinite information.

Find My
financial professional Join Our Team

“At WestPoint, we believe our culture of genuinely caring about people is our special sauce.”

Josh Plank

Partner

Our Story

EST. 1948

Starting out with 14 hard working people, WestPoint has grown to over 500, with another 500 in support staff. We did that through valuing each person and giving each advisor the freedom to work on their own.

More about us

Our People

Good People
Defined by excellence
Working together
To be next level

Our associates are highly competent professionals, respected for their technical expertise, product knowledge and commitment to professional growth.

“We treat our people like family. And we will do the same for you.”

What We Offer

Relevant experience
Personalized attention
Outstanding resources

We listen intently, recommend thoughtfully, and care genuinely — about you, your family and your business.

Find my
financial professional

Our Locations

WestPoint currently serves more than 200,000 clients through our network of financial professionals across the Midwest.

Get in touch with us

Upcoming Events

We strive to bring financial wisdom and clarity in a world of infinite information.

Our Story

Our People

What We Offer

Our Locations

Reds Game: Disability Awareness Day

2021 WPFG Roadshow

OSU Tailgate Party

Packers Tailgate – WI

Estate Planning Attorney Event