Broker Check

Your Goals.
   Your Future.
      Our Passion.

Guiding clients through complex financial decisions to help meet their long-term goal.

Get Started
We deliver financial guidance rooted in decades of experience

We deliver financial guidance rooted in decades of experience

At Countryman Financial, we believe every client deserves clarity, without complexity, pressure, or guesswork. We take the time to listen, understand your values, map your full financial picture, and help you make decisions. With a collaborative team of financial, business, and insurance specialists, we turn complex choices into clear next steps that support today and tomorrow.

We support your whole financial life

We bring every part of your financial world together to create a coordinated plan that supports your goals and evolves with you.

Individual & Family Services

Get organized, understand where you stand, and build a personalized plan that supports your goals at every stage of life.

See Services

Business Services

Build your business. Plan for long-term success. Prepare for business succession.

See Services

Insurance Solutions

Protect the people, property, and future you’re working for, choosing coverage that fits your life, your risks, and your goals.

See Services

Build a financial plan that supports every step forward

Whether you're approaching retirement, expanding your business, or preparing the next generation, we’re here to help you move forward with clarity and confidence. See how our team can support your goals.

Schedule a Conversation

Our Clients

We partner with clients who value clear guidance, practical solutions, and a relationship built on understanding. Wherever you are in life, we meet you where you are and help you take the next step.

Individuals &#38;<br/>Families

Individuals &
Families

Pre-Retirees &#38;<br/>Retirees

Pre-Retirees &
Retirees

Business<br/>Owners

Business
Owners

Family Farms &#38;<br/>Agribusiness

Family Farms &
Agribusiness

Make confident decisions with clear education

Empower your decisions with education.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn More
Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.
Learn More
Family Conversations on Retirement, Legacy, and Finances

Family Conversations on Retirement, Legacy, and Finances

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
Learn More

Connect with a team that understands your goals

You deserve a partner who listens, teaches, and helps you build a plan that truly fits your life. Let’s start with a conversation and see how our team can support your next step forward.

Thank you!
Oops!