PeachCap has been providing financial services to their clients for nearly 40 years and is one of the few firms offering a cohesive, integrated team. Their tax advisors, investment advisors, and research analysts work together on your behalf to help you assess and define your financial objectives, develop your investment and tax strategy, create your integrated tax and investment plan and then implement your plan for you. Through the years, our team will communicate your progress and work with you to review and adjust as your family needs change.
IDEX Financial Group LLC is a PeachCap Family Office. Our mission is to identify opportunities for our clients in the marketplace with no bias towards product or provider. By providing our clients with insights other advisors have not, we add substantial value to the investment and risk management process. We are committed to this endeavor by constant analysis of macroeconomic conditions and by leveraging the leading experts in banking and finance.
We are a financial services company that helps individuals and families understand finance, and benefit from that understanding. Our process is focused on educating you and encouraging financial discipline, because what you spend, not what you make will ultimately determine your financial success. We think that great plans are better than great ideas and that execution is more important than planning.
We will help you to take meaningful action that improves your financial position, regardless of income or assets. Here you will see how we differ from the industry at large and why at IDEX Financial, you should expect more.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.