49 Financial is working toward revolutionizing the financial services industry for the better through our associates’ fierce loyalty, steadfast integrity, selfless teamwork, abundant gratitude, and deep conviction. We want to be the catalysts to bring the focus back to people, themselves. We believe in the power that comes from planning for finances together, rather than alone, for both our clients and our associates so we all get a better return for our labor.Learn More
Planning now, so you’re prepared later.
Love your family well, by planning for them.
Live more confidently through an understanding of your financial future.
Our steadfast belief in our mission to revolutionize an industry.
Our protection against greed and ego.
Our commitment to stay true to our word, even when it costs us.
Our pursuit of relentless accountability.
Our motto – “Two are Better than One”
Many people save, but few feel confident they planned for all details of retirement. We created 49 Financial® Retirement Check-Up to solve that problem.
Our CEO, Travis Penfield, got a chance to be featured on “The Mindset Forge.” The podcast where Barton Bryan interviews passionate people from various disciplines to find out what they have overcome to find their passion.
We meet you where you are. 49 Financial serves clients nationwide, and our financial professionals can travel directly to you, no matter what city you live in.Get Help
“I have never loved my job like I have loved my job at 49 Financial. This company is truly unique and the sky is the limit for us!”
“I wake everyday feeling extremely grateful for the opportunity to serve my clients and define success as a female in this industry- I can honestly say I wouldn’t want to do that anywhere but at 49 Financial.”
“49 Financial as a company is for the flourishing of its clients, the advisors, and the communities we are a part of, which make it so easy to wake up passionate for the day ahead.”
“49 Financial has given me the daily opportunity to create more intentional relationships as clients are humbly served, advisors are fearlessly led, and family/friends are deeply loved.”
Lifelong financial guidance
Critical analyses with thoughtful solutions
Relentless pursuit of accountability and excellence