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, helping to create multi generational wealth so that you can pursue your true passion!

Meet the Team
Our Services

Our Services

We create strategies tailored to your goals.

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Financial Planning

Financial Planning

We operate our business with ethics and integrity.

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Core Values

Core Values

We're prepared to guide you through life's transitions. 

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with Pontem Financial, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our team works hand-in-hand with you, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

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