Meet our clients & their success.

At Triplett-Westendorf Financial Group, every client has a unique story and we're honored to be part of their journey. By watching the video below, you'll hear directly from some of the people we serve about their experience working with our team, the challenges they faced, and how purposeful financial planning helped them achieve peace of mind and a clear path to retirement. Whether you're just starting to think about retirement or already in it, their story may inspire yours.

Kind words from kind people -

  • "I’ve had the pleasure of working with Mark Triplett since 2005, and I can confidently say he conducts himself with the highest level of honesty and integrity. He consistently put his clients’ interests first, offering thoughtful, well-informed guidance tailored to someone's individual goals. I highly recommend him to anyone looking for a dependable and ethical investment advisor."

    — Complete Spectrum Financial Services

  • "TWFG is a very professional, knowledgeable, and friendly team. They treat you like family and develop a financial plan that is tailored to your needs. They provide outstanding advice and explain the process and strategies they use to protect your financial future. I trust them explicitly as they have developed a sound financial plan to carry us through retirement in our desired lifestyle. They saved our retirement. We have had other financial planners and TWFG was the first to put our needs first instead of some cookie cutter plan of investments. I view them as family and highly recommend them for your financial planning."

    — Calvin G.

  • "I've been a client of TWFG for about 7 years. They are professional, very knowledgeable within all financial areas. Mark and his team are truly concerned about your retirement needs and what you need and want to happen and do their best to get you there. They always have great advice; especially if your situation shifts and you need to pivot your circumstance. I highly recommend this group of awesome people!"

    — Sandra

  • "Our work and experience with Mark has been nothing but exceptional. He takes the time to truly learn and know his clients and makes you feel like family. He gives us confidence we will be prepared to meet our retirement and long term goals."

    — Chris D.

  • "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.

  • "The most professional, trustworthy, and compassionate financial planners we have ever encountered or worked with. What sets Triplett-Westendorf apart is their desire to educate, explain and focus on what the clients needs in a kind, relational way. Working person to person rather than just numbers."

    — Yolanda G.

The testimonial and statements presented above are solely based on the opinion of the client depicted. Results may vary and may not be representative of the experience of others.
The testimony was provided voluntarily, and the client was not provided with products, services or benefits in exchange for said statements. There is no material conflict of interest present.


This testimonial does not reflect the views of the Investment Adviser Representative, Royal Fund Management, LLC or its affiliates.
Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser.
Royal Fund Management, LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

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