Popa Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Popa Financial Services, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management to individuals, families and a range of institutional clients including pension and profit-sharing plans, trusts, estates and non-profits. The firm delivers planning services that cover cash flow, retirement, tax and estate considerations and generally implements investment recommendations through qualified custodians on a fee basis.
The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite framework (index/ETF core with active satellite positions) and also employs purpose-built, defined-outcome techniques — often using specific options contracts — to pursue outcomes such as income enhancement, principal protection or hedging. Engagements may be structured as ongoing advisory relationships, hourly planning work, or, in limited approved circumstances, performance-based arrangements for certain strategies.
What distinguishes the firm from many peers is its close affiliation with a CPA practice under common control, with reciprocal client referrals between the accounting and advisory businesses, and principals who actively conduct insurance business as licensed agents alongside advisory work. The firm operates with a small advisory team managing roughly $10 million in discretionary assets and positions itself more toward general individual and institutional clients than toward a high-net-worth client concentration.
Client services
Expertise
Fee options
Financial planning fees range from $1,500 to $2,500
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.45%
$225 to $300 per hour for planning engagements; $225 per hour for follow-on implementation work
Performance-based fees range from 12% to 17% of realized defined earnings for qualified clients
Account minimum: $100,000 Minimum fee: $1,500 minimum annual fee
Main office
Broughton Professional Building, 105 Broughton Road, 2nd Floor
Bethel Park PA 15102
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Popa & Associates, Pc, Cpas · Popa Financial Services, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Alan P
Series 63
Bethel Park, PA
Popa Financial Services, Inc.
Alan Popa is a financial advisor at Popa Financial Services, Inc. with 23 years of industry experience. He holds a Series 63 designation and has been leading Popa Financial Services since its founding in 2001. In addition to his advisory role, he is president of Popa & Associates, PC, a full-service accounting firm providing tax, estate planning, auditing, and business advice to individuals and businesses. Popa Financial Services, Inc. is an independent registered investment adviser offering personalized financial planning and discretionary portfolio management to individuals, plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment approach using passive index funds and ETFs complemented by actively managed funds, along with options-based defined outcome strategies and tailored written investment policies.
Anthony L
Series 63, Series 65
Bethel Park, PA
Popa Financial Services, Inc.
Anthony Landau is a financial advisor with Popa Financial Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Venn Wealth & Benefit Services from 2015 to 2018 and has been associated with K2 Financial Group since 1995, where he may spend up to half of his time. Popa Financial Services, Inc. is an independent registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, non-profits, and businesses. The firm employs a core-and-satellite investment strategy combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and tailored written investment policy statements.
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