Contact Us

We aim to make Financial Services more approachable & enjoyable

Unique Partnership to Provide Unique Solutions.


With an office in the heart of Woodstock, Vincent Financial Group planted roots to help their clients navigate the complexities of sound financial planning and withstand the inevitable challenges that come along – becoming Certified Financial Planners to ensure the best possible advice could be provided.

Offering a unique blend of wealth management and asset protection expertise, pooling their knowledge and years of experience so that they can provide solutions most one-dimensional firms can’t. 

%
Focused on what is in your best interest.

01.

Mission

To help people grow and protect the life they want.

02.

Vision

There is a world full of “bad guys” in this space. Offering advice that is best suited to them & their commissions. As a fiduciary, our vision is to give people a trusted resource – unbiased by one-sided products.

Every portfolio is customized for that specific client. We don’t have a one-size-fits-all approach.

Matt Decker

Partner

Our Team

PARTNER – CERTIFIED FINANCIAL PLANNER
PARTNER – CERTIFIED FINANCIAL PLANNER
Alek Searcy

Director of operations

Jared Sutton, CFA, CFP®

Financial advisor

James Wessels, CPA/PFS, CFA

Financial advisor

Matt Boehnke

DIRECTOR OF FINANCIAL PLANNING

Phyllis Vance, CFA,

PoRTFOLIO DESIGN STRATEGIST

Eric Johnson, JD, CPA, CLU, ChFC

Director of business services

GET IN TOUCH

We would love to meet you!

Contact Us

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms. Research here:  https://brokercheck.finra.org/