Performance Financial

Performance Financial Small-town roots. Big responsibility.

Performance Financial helps families and business owners invest their time wisely through thoughtful planning, protection, and long-term guidance.

Welcome to meet the team on Friday! A Day where we take the time to share a little more about the people behind all the ...
05/29/2026

Welcome to meet the team on Friday! A Day where we take the time to share a little more about the people behind all the hard work at Performance Financial!

Meet Evé!

Evé has been with us since the dark days of COVID-2020 and has grown so much with our organization. He works across all 3 facets of our business and specializes in advisory and business consulting.

Favorite Coffee Order / Drink of Choice: Americano, 2 pumps of mocha

Favorite way to spend a day off: A rushed morning getting the family out of the house for an activity, and a workout just hard enough to justify a great meal afterward

One Surprising Fact about myself: I am fascinated with roundabouts

How he invests his time outside of work: Learning how to be a great dad one routine at a time

Lets give him a big round of applause for all he does for our team and clients!👏👏👏

Welcome to meet the team on Friday! A Day where we take the time to share a little more about the people behind all the ...
05/15/2026

Welcome to meet the team on Friday! A Day where we take the time to share a little more about the people behind all the hard work at Performance Financial!

Meet Heather!

Heather is our newest teammate and resident client-coordinating rockstar 👩‍🎤. She works across all 3 facets of our business, and everyone who speaks with her walks away with a smile on their face!

Favorite Coffee Order / Drink of Choice: Iced coffee with cream

Favorite way to spend a day off: watching kid activities, right now it is swimming and softball (pretty sure she's playing golf on her day off today lol)

One Surprising Fact about myself: teaching myself how to crochet

How she invests her time outside of work: during the summer, I enjoy spending time at the lakes on the boat

05/05/2026

Feliz cumpleaños for another office birthday and cake flip!! 🎂🎉🥳

Happy birthday to our teammate on our Insurnace team, Devin!!!

(Ps. You can tell this is his first cake flip experience! 🤣)

04/27/2026

Another birthday, another cake flip!

Happy birthday to our office Jack of All trades Evè!

🎂🎂

04/06/2026

Cake Flips are back !! 🎂🍰

A big happy birthday to our awesome teammate Heather!!

Thank you for being you!🎉🥳🎊🙌

❄️ Office Closed tomorrow ❄️Schools are closed, roads are icy, and safety comes first.We’re working remotely and truly a...
01/25/2026

❄️ Office Closed tomorrow ❄️

Schools are closed, roads are icy, and safety comes first.

We’re working remotely and truly appreciate our amazing clients’ flexibility and understanding.

Stay warm, drive safe, and we’ll see you soon! 🤍

01/16/2026

Growth doesn’t mean forgetting where you came from.

We’re proud to introduce Performance Financial, the next chapter of what began as Performance Group.

Built in a small town.
Powered by an incredible team.
Focused on helping families and business owners invest their time wisely.

This is more than a new name.
It’s a clearer mission for where we’re goin

Farmers & Business Owners: Start 2026 with Wise Stewardship. Tax planning, asset review, and maximizing your opportuniti...
01/15/2026

Farmers & Business Owners: Start 2026 with Wise Stewardship. Tax planning, asset review, and maximizing your opportunities are key as the year closes. We specialize in helping Families, Farmers, and Business Owners find financial independence. Don't leave money on the table. Let Performance Group help you make sure every hour you spend this year is worked wisely for your financial future. Message us to schedule your year-end financial check-up.

Serving Pendleton, Madison County, and all of Central Indiana, we are your neighbors who care deeply about your lasting ...
01/13/2026

Serving Pendleton, Madison County, and all of Central Indiana, we are your neighbors who care deeply about your lasting financial Freedom. If you're looking for a better financial experience, you'll love doing business with us. Let's build a plan that keeps your wealth where it matters—here at home. See why our clients choose LOCAL for their financial goals.

Now that we're a few days into 2026, it's the perfect time to lay the groundwork for a more secure future. We help famil...
01/09/2026

Now that we're a few days into 2026, it's the perfect time to lay the groundwork for a more secure future. We help families turn their limited time into lasting financial freedom through wise stewardship. Start the year with a clear, guided path. Let's make "Invest Your Time Wisely" your mantra for the New Year.

Address

118 E State Street
Pendleton, IN
46064

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17657780409

Website

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