Retire with purpose on time
Our Philosophy
When you work with us, we help you structure a retirement income plan that seeks to reduce stress and anxiety so you can enjoy life in retirement.
Through the Triplett-Westendorf PT5 Retirement Planning Process, and your commitment to following principled planning we’ll help you clearly define priorities, identify any weak areas, and build a stronger more precise set of plans to guide you towards your individual definition of financial success.
As a fee-based investment advisory firm, Triplett-Westendorf Financial Group does not sell securities or investment products. We are obligated, as fiduciaries, to act in the best interest of our clients.
Whether you’re a musician, designer, engineer, or small business owner, we will not only strive to protect what you create, but we’ll also work to help it thrive in the world. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.
Trusted by Our Community
Here at Triplett-Westendorf we primarily serve central Iowa residents, but we also serve residents out of state such as those in Colorado, Florida, Texas, Louisiana, and more.
We are so grateful to have won Financial Planner of the year by the Ankeny Award Program since 2022.
Award is not based on any specific criteria, production level or amount of assets under management. The YEAR Ankeny's Best award is chosen based on public voting. Clients of the Investment Adviser Representative were made aware of the nomination but were not in any way prompted to vote favorably or compensated for voting. Receipt of the award does not imply any favoritism toward the adviser nor is any compensation paid or received in connection with the Award.
“The TWFG team’s advice and guidance have been invaluable to us. We’re very thankful to have found Mark and Troy, both of whom are genuinely interested in helping us understand and navigate our modest financial future so that we can relax and have peace of mind.”
– Judy H.
Our Advisors
Mark Triplett
With a strong belief in character, hard work, and first-generation wealth, Mark brings a farm-raised ethic to his client relationships and community involvement. Today, he’s a trusted advisor to financial professionals nationwide and continues to make a positive impact both in the industry and in Polk City, Iowa, where he lives with his family.
Founder & CEO
Troy Westendorf
Troy brings a background in law enforcement, carrying his commitment to structure and integrity into his leadership at Triplett-Westendorf Financial Group. Inspired by his uncle’s impact in retirement planning, Troy adopted a math- and science-based approach to guide clients toward reliable lifetime income.
Founder & PresidentGet in Touch
An introductory call can be a helpful step toward understanding your financial options. Click the button below to contact us to learn more about how we can work together.