Westpoint Financial Group

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

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“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.

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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.

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Our Locations

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

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Upcoming Events

Financial Planning Seminar for College Students

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