Our Alliances

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  • Moore, Ellrich and Neal, P.A.mencpa.com

    Moore, Ellrich and Neal, P.A. is an affiliate of Poinciana Advisors Group, offering tax and consulting services.

  • Dimensional Fund Advisors (DFA)dfaus.com

    DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.

  • BAM Advisor Services (BAM)bamadvisorservices.com

    BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.

  • Schwab Institutional

    Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

  • Fidelity Investmentsfidelity.com

    Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.

  • The BAM Alliance – BAM Alliance

    The BAM ALLIANCE is built for you — a community of investors and advisers who’ve discovered a better way to take control of financial futures and achieve life’s most important goals. Explore this site to discover the ideas, insights and intelligence that drive the important work we do every day on behalf of investors and their families.

By clicking on any of the links above, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements. We make no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through such third party Web sites.