A complete list of active advisors currently associated with Poinciana Advisors Group, LLC

Warmer can help you find a great advisor at Poinciana Advisors Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Poinciana Advisors Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.