Poulos Advisors, Inc. is an independent financial advisory firm that specializes in personal financial planning, business planning and wealth management services. We are committed to providing our clients with objective and comprehensive financial advice, exceptional service and adherence to the highest level of ethics. Our clients engage us on many levels, from managing investment accounts to comprehensive wealth management.

Our financial planning and wealth management services provide advice on investment management, retirement planning, estate planning, proactive tax planning, college funding and risk management. Poulos Advisors also works with many business-owners in the areas of succession planning, buy/sell agreements, qualified retirement plans, key-person incentives and carve-out executive benefits.

The advice we provide our clients, regardless of whether it is investment advice, proactive tax planning advice or financial planning advice, is always given in a comprehensive context. This ensures maximum value to our clients and optimal effectiveness of our recommendations.