WHO WE ARE

At Flourishpoint Financials, we believe that financial security begins with education, trust, and a personalized strategy. Based in Salem, Oregon and powered by The Broker Group—a nationwide leader in financial services—we are committed to disrupting the traditional financial industry by putting individuals, families, and businesses first.

Our mission is simple: empower you with the knowledge and tools you need to make confident financial decisions. We believe that financial literacy is the key to achieving both short- and long-term goals, whether you’re planning for retirement, building generational wealth, or creating a fund for your children.

As proud partners with over 20 A-rated companies, our licensed professionals bring expertise across a broad range of financial solutions. We don’t believe in one-size-fits-all approaches. Instead, we work closely with you to craft a custom strategy and build a portfolio that evolves with you at every stage of life.

Financial Education First — We take the time to explain your options, so you’re never in the dark.

Customized Plans — Your goals are unique; your financial plan should be too.

Trusted Partners — With access to top-tier providers and products, you can feel confident in your future.

Lifelong Support — We’re with you every step of the way—from building wealth to preserving it for the next generation.

At Flourishpoint Financials, we don’t just provide financial services—we provide peace of mind, helping you move forward with clarity, confidence, and a clear path to your financial goals.