Starting The Conversation

We begin by meeting to get to know each other.

Before we begin

Investment planning based on trust, integrity, value and long-term personal relationships.


At the Poplin Financial Strategies Group we are connected to you through community and friendship. We act as trusted advisors and work collaboratively to build solid bonds to help us understand how we can manage your investments to help achieve your goals.

Recognizing that successful investment planning is a lifetime process, we communicate with you and keep you up-to-date on your progress toward goals. As financial questions come up—and your circumstances change over time—we are here to answer questions, provide financial counsel and get you with the information you need to make smart decisions for you and your family.