Our History

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Poinciana Advisors Group, LLC was formed as a Registered Investment Advisor firm in 2005 by a team of partners within affiliated CPA firm Moore, Ellrich and Neal, P.A. (ME&N), itself founded in 1988. Both entities are based in northern Palm Beach County, Florida and serve clients throughout the state.

Poinciana has developed specialized service niches among its affiliated CPA client base, family-oriented portfolios, professionals such as lawyers and physicians, and women in transition.

 
 
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Poinciana’s Client Experience

  • Explore. Relationship-building forms the base. Who are you and what are your goals?
  • Plan. Your wealth strategy comes next. How can you realistically achieve your goals?
  • Build. Your unique investment portfolio is devised according to plan. What tools are needed?
  • Control. We select investments to optimize factors you can expect to control (such as asset allocation and costs) and minimize those you can’t (such as stock selection or market timing).
  • Manage. We continue to monitor you and your portfolio, providing reports and advice to help you remain on course — or make prudent adjustments when appropriate.