wealth management Burlington

 

802-862-7361
info@poulosadvisors.com

  • retirement Burlington

    Objective

    We strive to minimize conflicts of interest so we can focus on our clients.

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  • financial planning Burlington

    Comprehensive

    We are uniquely positioned to see the big picture across investments, taxes, estate planning and retirement

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  • wealth management Burlington

    Integrated

    Ensuring all aspects of your financial situation are in sync.

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  • Burlington retirement

    Implementation

    Shouldering the burden of getting things done and making recommendations a reality.

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  • Burlington financial planning

    Integrity

    We act as our clients’ fiduciaries and financial advocates, always acting in their best interest

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  • Burlington wealth management

    Peace of Mind

    Anticipating your needs, planning for uncertainty and managing the important details of your finances so you sleep well at night.

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Welcome to Poulos Advisors, Inc.

Financial Planning & Wealth Management Burlington

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, 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.

Personal Financial Planning - Business Planning Burlington

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