Poinciana Advisors Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Poinciana Advisors Group (PAG) provides discretionary portfolio management and retirement plan advisory services to individuals, qualified retirement plans, trusts, corporations and small businesses. The firm also offers broader financial planning and consulting on matters such as tax, estate, retirement and cash‑flow planning and reports managing roughly $396 million across its client base.
PAG’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, primarily passive allocations implemented through mutual funds, ETFs and model portfolios, with written investment policy statements and periodic reviews. The firm relies on third‑party resources including Dimensional Fund Advisors for research and funds and Focus Partners Advisor Solutions for back‑office support and fixed‑income sub‑advisory services, and may use Monte Carlo analysis in planning.
The brochure discloses features that distinguish PAG from many peers: a high level of assets per advisor, an affiliation with an accounting firm (Smith, Stohlman, James & Gardere) and arrangements to compensate third parties, including employees of that affiliated firm, for client referrals. PAG also documents client access to a securities‑based lending program through Fidelity/Goldman Sachs, the use of closed‑end interval and commodity‑oriented funds (which can carry derivative exposure), and participation in product and service channels such as Stone Ridge and Flourish Cash.
Client services
Expertise
Occupation focus
Fee options
$0+: up to 1.25% N/A - N/A: Employee Benefit Retirement Plan Services: typically tiered fees ranging from 0.20% to 1.00% annually based on plan size and services
Account minimum: $1,000,000 Minimum fee: Typically $5,000, but minimum fee can be waived or negotiated Fee-only: Yes, fees are based on assets under management and no commissions are charged
Main office
3300 Pga Boulevard, Suite 200
Palm Beach Gardens FL 33410
Advisors at this office
3
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew S
Series 65
Palm Beach Gardens, FL
Poinciana Advisors Group, LLC
Matthew Stohlman is a financial advisor at Poinciana Advisors Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Poinciana Advisors Group since 2005. In addition to his advisory role, Stohlman is a CPA and owner of the accounting firm Smith, Stohlman, James & Gardere, P.A. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive financial consulting including tax and estate planning.
Robert W
Series 63, Series 65
Palm Beach Gardens, FL
Poinciana Advisors Group, LLC
Robert Williams is a financial advisor at Poinciana Advisors Group, LLC with Series 63 and Series 65 credentials. He has been in the industry for one year, joining Poinciana Advisors Group in 2026 after positions at The Breakers Palm Beach and Gateway Business Advisors. Outside of finance, he has experience in hospitality and retail, including work at Island Girl Cigar Bar. Poinciana Advisors Group provides discretionary portfolio management and retirement plan advisory services to individuals, qualified plans, trusts, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified, primarily passive allocations implemented through mutual funds, ETFs, and model portfolios, supported by third-party resources and periodic reviews.
Joshua A
CFA®, Series 65
Palm Beach Gardens, FL
Poinciana Advisors Group, LLC
Joshua Angell is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Poinciana Advisors Group, LLC and has held roles at Smith, Stohlman, James & Gardere, P.A., where he is a partner, as well as founding The Barrons Group, LLC, where he serves as Chief Investment Officer. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passively managed mutual funds and ETFs, while offering comprehensive financial consulting including tax and estate planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")