IDEX FINANCIAL GROUP

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... 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..

Also known as: IDEX Financial, IDEX Financial Group LLC

Primary location: United States