About Us

We have forged alliances with several service provides to provide exceptional service to our clients. Some of our primary relationships include: 

Buckingham Strategic Partnership Community (BSP)

Poinciana Advisors Group, LLC is a proud member of the Buckingham Strategic Partnership Community, a community of independent registered investment advisors who share a common mentality when it comes to investments. While each member is independent, members have come together in an effort to leverage a national brand to help spread a common message and provide assistance to clients. 

Dimensional Fund Advisors (DFA)

The mission of Dimensional Fund Advisors is to deliver the performance of capital markets and increase returns through state-of-the-art portfolio design and trading in a low-cost, tax-efficient manner. Its investing model is guided by decades of research and based on what the science of capital markets demonstrates to be the most effective way to invest. DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner. 

AQR Funds

Founded in 1998, AQR Funds manages assets for the largest institutional investors in the US, Europe and Australia. AQR is the leading provider of alternative investments and broad spectrum, long-only funds. Their investment philosophy is centered on a systematic process to control costs and manage risk, all grounded in solid economic principles.


Bridgeway’s philosophy is simple: put investors first – and improve the world while doing it. Their investment process is statistically driven and evidence-based, built around the fiduciary promise to act in clients’ best interest. That means keeping investment costs low while providing expertly designed investments options to our clients. Of course, it goes deeper than that: Bridgeway donates 50% of its profits to nonprofit organizations every year.

Buckingham Strategic Partners (BSP)

BSP 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. 

Fidelity Investments

Fidelity gives investors the kind of global reach and multi-asset class management experience critical to building a diverse portfolio. Fidelity’s no-load funds provide a range of choice and value to Poinciana clients. Fidelity Investments is also custodian to several 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.

Charles Schwab & Co., Inc.

Poinciana Advisors Group, LLC has selected Charles Schwab & Co., Inc. as one of our primary custodians for our clients' accounts. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. 

Smith, Stohlman, James & Gardere, P.A.

Smith, Stohlman, James & Gardere, P.A. (SSJG) is an affiliate of Poinciana Advisors Group, LLC, offering tax, auditing, valuation, and other accounting services. 

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