About Us

A New Standard in Wealth Management

Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game - often putting their own interest ahead of their clients. That's not how it works at Poinciana Advisors Group.

When it comes right down to it, far too many “financial advisors” are in the business of selling products, not serving you. That's not how it works at our firm. We are fiduciaries, which means we have enthusiastically accepted the highest legal standard to act in your best interest at all times. At Poinciana Advisors "putting our clients' interests first," is not some catchy tagline. It's how we operate. Everything we do is geared towards ensuring that we do the right thing for our clients.

One way we demonstrate this very straightforward promise is by following the very same investment approach we recommend to our clients, investing in low-cost, passively managed funds rooted in decades of peer-reviewed academic research. We call it “eating our own cooking." We provide our clients with the very same advise that we provide to ourselves and our families. 

Among other things, we are:


As you work with our firm, we promise to provide more than just investments, but a highly customized plan that is created to manage risks across your entire financial life. By developing customized wealth management plans designed to integrate and enhance every aspect of your financial life, we ensure that our clients enjoy restful nights. It's what we mean when we talk about "True Wealth Management" - a holistic, all-encompassing approach that goes well beyond just investment advise and incorporates all facets of our client's financial lives from tax planning to estate planning to risk management to retirement funding to charitable giving and beyond. By understanding and aligning these critical components of financial well-being, we believe that our investors and their families substantially improve the odds of reaching their most important goals.

Our investment philosophy is built on the idea that making investment decisions based on decades of peer-reviewed research is far better than relying on the latest “hot tip” from media pundits. We review the research and we take it to heart – putting the science of investing to work on behalf of our clients every day. Our unique approach - what we call the "science of investing" - is one that prizes evidence over emotion and values decades of academic research over and above the empty, often wildly fluctuating opinions that dominate the financial news cycles.

We don’t expect you just to take our word for it. We’re here to provide as much information as you need to make confident, informed decisions about your money and your future. We work with you, side-by-side, so you feel fully up-to-speed and in the loop on the best way to achieve your goals

We don’t hide any costs, anywhere. Our fees are always fully discussed and disclosed up front. At Poinciana Advisors Group, LLC you can expect no commissions, no kickbacks, and no-markups. We charge a very straight forward management fee as a percentage of your assets. Plain and simple.

If you would like to learn more about our difference, please contact one of our financial advisors today.