“49 Financial is a values-based financial planning firm, built on the core belief that ‘Two are Better than One.’ Their clients benefit from a proven process that aligns their planning with their unique goals and needs. Travis Penfield is the founder of 49 Financial. Travis has led the firm to remarkable growth, now overseeing a team of over 150 advisors across 9 offices nationwide. Under his leadership, 49 Financial has become a beacon for the next generation of financial advisors, with a focus on hiring, developing, and retaining young leaders who are passionate about making a meaningful impact on their clients' lives. Their team will create a plan that outlines how to accomplish the goals you've shared. They start by asking questions to get to know you and understand.”
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