A New Standard in Wealth Management
"Our firm is focused on providing unbiased opinions that are designed to maximize your chances of financial success, after taxes, fees, and inflation. Simply put, we strive to be your trusted financial advisor, providing highly customized wealth management solutions that are specifically tailored to your unique situation."
Poinciana Advisors Group, LLC is a registered investment advisory firm serving individuals, families and institutions. Founded in 2005 by a team of partners from our affiliated CPA firm Ellrich, Neal, Smith, and Stohlman, our firm strives to set the new standard in what we call “true wealth management.”
As a proud members of the BAM ALLIANCE, a community of more than 135 independent wealth management firms united in belief and practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams, we believe:
- In delivering holistic, transparent, evidenced-based advise
- Every investor is unique, requiring custom, comprehensive wealth management solutions
- Doing what’s best and doing what’s right should be one in the same; and
- By putting our clients’ interest first, we achieve more together
As a firm, we provide our clients with unbiased, time-tested advice and thoughtfully constructed wealth management solutions. We offer a boutique level of service, ensuring that clients receive attentive and customized recommendations to address their unique circumstances. We serve a wide range of clients, including individuals, families, institutions, business owners, lawyers, physicians, women in transition, widows, individuals experiencing change, and others who find our unparalleled commitment to their financial success a good fit for them.