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About Us

IDEX Financial Group LLC is an independent full service investment firm. 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.

IDEX Financial Group LLC is an independent full service investment firm. 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.

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We are independent of many potential industry conflicts such as being compensated by commissions for trade execution, providing corporate finance services, and trading securities from our own inventory. The bedrock of our firm is providing value-added services and seeking to maximize our client's risk appropriate returns.

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Our clients include individuals, families, corporations and non-profit organizations. Whether you are seeking personal financial advice or you sit on a board of directors in need of financial guidance, we can help.
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