WestPoint Financial Group
A Mission-Driven Financial Services Firm
WestPoint Financial Group is a large firm with a boutique feel, offering a premiere experience for clients and financial professionals.
Where Strategy Meets Service
At WestPoint, we believe bigger is better.
Combining our large scale with personalized service, we help our clients achieve their financial goals.
About WestPoint
Inspiring People to Succeed
WestPoint is a financial services firm rooted in the Midwest, offering in depth expertise in wealth management, protection planning, retirement planning, and business strategies.
We offer the scale and stability of a large organization, with the personalized attention and care of a family-owned practice.
What We Do
Helping Our Communities Achieve Their Financial Goals
WestPoint provides a personalized, client-first approach to financial management.
Our large team of financial professionals offer diverse resources and expertise to ensure every client’s needs are met, across every stage of life and business.
Personal Strategies
For individuals and families managing personal finances and achieving long-term goals.
Business Strategies
For business owners and organizations managing risk, retaining talent, and planning for the future.
“We are in the relationship business.
Knowing that I have a firm behind me that is going to give me all the tools and resources I need to be a pillar in my community – that’s crucial for me.”
Careers at WestPoint Financial Group
At WestPoint, you get to be in business for yourself– not by yourself.
You can have a career that allows for personal freedom and limitless growth, while positively impacting the lives of your clients and their families.
Whether you’re an experienced advisor or new to the industry, we make it easy to join the team.
Why WestPoint?
A culture of integrity and inclusion
Personalized service backed by extensive resources
Full-spectrum financial guidance and wealth management
Proven track record of advisor and client success
Our Culture
Caring for People is our Special Sauce
What truly sets us apart is our culture — a place where good people work together to be next level.
WestPoint Financial Group started as a family business, and even as we’ve grown, we’ve stayed true to our core: personalized service, genuine relationships, and a relentless commitment to doing what’s right.
“WestPoint has always promoted inclusiveness, teamwork, and friendships. I think that’s really important and has nurtured a successful culture.”
Find Us in Your Community
Explore upcoming events and join us in building a culture of excellence.
WestPoint Peoria Open House
Peoria, IL 61602
Join WestPoint Financial Group for an Open House at our newly renovated Peoria Office! Enjoy drinks, apps and good company!
Client Appreciation Event
Zionsville, Indiana 46077
Let’s Talk About Your Financial Future
Connect with the WestPoint team and take your next step with confidence.
- An owner of a MassMutual policy or contract.