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Let’s Connect Your Financial Dots

Bring clarity and purpose to your wealth with guidance tailored to your goals.

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Explore Your Personalized Planning Journey

Discover a financial planning process designed around your unique needs and aspirations.

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Meet the Experts Behind Your Strategy

Get to know the team dedicated to delivering insight, service, and lasting value.

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Welcome to Pontem Financial

Pontem Financial is a team of Financial Advisors with LPL Financial who work together to provide a personalized, service oriented, face to face client experience. We initiate every new client relationship with a planning mentality, realizing through our years of experience, that with a thoughtfully chosen target, better decisions prevail. In light of our collaborative process, we chose the name "Pontem," derived from the Latin word for "Bridge." Our primary purpose is to support the creation of a solid financial foundation. We are here to bridge the gap between today and the rest of your life's journey, seeking to help create multi-generational wealth so that you can pursue your true passion!

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Who we Serve by Pontem Financial

Personalized Wealth Strategies

We build financial plans as unique as you are. By combining your goals, timeline and risk comfort, we craft a roadmap that adapts as your life unfolds—so you feel confident you’re on track.

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A Legacy of Expertise

With decades of collective experience guiding entrepreneurs, families and professionals, our team seeks to bring proven insights at every turn. From market shifts to life transitions, we’ve been there—and can help you navigate what’s next.

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Principles That Matter

Trust, transparency and integrity aren’t just words—they’re the foundation of every relationship we forge. We put your interests first, communicate clearly, and never cut corners on delivering the service you deserve.

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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Meet the Advisors

Our Team

Russell Jones

Director of Client Services

210-625-4845

russell@pontemfinancial.com

Russell Jones is a resolute and experienced Financial Professional, currently serving as the Director of Client Services. With a robust background in finance, Russell has consistently demonstrated his expertise and commitment to client...