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Financial Management Services

Comprehensive Financial Management for a Secure Path Forward

At WestPoint Financial Group, we’re supporting our communities and empowering financial goals with clarity, confidence, and care.

Find a financial professional

Explore financial management services

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Extensive Resources. Personal Support.

At WestPoint, we believe bigger is better.

With a team of over 450 financial professionals, you get access to specialized expertise that helps you achieve your financial goals.

Assets under advisement 1
$ 0 B
Clients served across all 50 states 2
0 k+
Average years of professional experience
0 +
Life insurance in force 3
$ 0 B

Personalized Financial Guidance

Driven by Good People for Good People

The WestPoint experience is defined by genuine relationships, comprehensive financial management services, and integrity that runs deep.

When you work with a mission-driven firm that invests in people, you feel the difference. At WestPoint, you get more than a financial plan – you get a partner who’s in your corner.

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

Greg McRoberts, Managing Partner

Holistic Financial Management

Get a Tailored Financial Strategy that Works for Your Life

Comprehensive financial management services and tailored financial strategies for individuals, families, and business owners.

From retirement and investment planning to risk management solutions, get a personalized approach that fits your goals.

Our approach to financial management

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.

Join the WestPoint Team

Be a part of something greater.

WestPoint offers a culture of growth, autonomy, and support— so you can build your practice without limits.

Explore careers & culture

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A Better Client Experience

We believe that financial management services should be personal and easy to access.

Whether you’re just getting started or already working with a financial services professional, it’s easy to work with WestPoint. We meet you where you are and help you move forward with clarity and confidence.

Find Us in Your Community

Explore upcoming events and join us in building a culture of excellence.

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November 6 @ 4:30 pm – 6:30 pm CST

WestPoint Peoria Open House

WestPoint Financial Group - Peoria
401 Southwest Water Street, Suite #303
Peoria, IL 61602

Join WestPoint Financial Group for an Open House at our newly renovated Peoria Office! Enjoy drinks, apps and good company!
Get Open House Tickets
White text on a black background reads "Driven by Excellence" with a cloud of colored powder behind the word Excellence.
November 13 @ 5:30 pm – 8:30 pm CST

Client Appreciation Event

Wheelhouse Social Club
10814 Creek Way
Zionsville, Indiana 46077
Get Event Tickets

Let’s Talk About Your Financial Future

Connect with the WestPoint team and take your next step with confidence.

Get in Touch

  1. As of 12/31/24. Includes values of MassMutual and subsidiary insurance companies’ insurance and retirement products and investment
    products offered through MML Investors Services, LLC, a MassMutual subsidiary. Does not include MassMutual proprietary products or third-party investment advisor programs.
  2. An owner of a MassMutual policy or contract.
  3. Amount of individual life insurance in force as of 12/31/24 related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company.