Welcome to Poinciana Advisors Group

To quote Warren Buffett, “Investors should remember that excitement and expenses are their enemies.”

Poinciana Advisors Group helps people cut through the “noise,” costs and other complexities that stand in the way of achieving their life goals. We engage our select group of clients in a deep understanding of their financial objectives. We suggest a prudent investment strategy to help them meet their unique goals. We maintain consistent clarity in our fee structure for the services we provide. Even if your life’s goals aren’t necessarily simple, your steps toward achieving them can be.

Read More »»

Welcome our newest Investment Advisor Kevin A. Neal to our team

See the article about us in the latest Accounting Today »».

Check out Larry Swedroe’s Latest Video about The Science of Investing

Read more about our story

thumb

 
 

 

Poinciana Wealth Strategy

As we build our advisor relationship with you, our focus remains on you, and on resolving complex issues within your financial goals.

 

thumb

 
 

 
Poinciana Client

Poinciana Client

When you entrust your personal finances to Poinciana Advisors Group…

Read More »»

Poinciana Profile

Poinciana Profile

Poinciana Advisors Group, LLC was formed as a Registered Investment Advisor…

Read More »»

Resources

Resources

Poinciana has found that financial author Larry E. Swedroe’s series of investment…

Read More »»