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.