A complete list of active advisors currently associated with Popa Financial Services, Inc.

Warmer can help you find a great advisor at Popa Financial Services, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Popa Financial Services, Inc., 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.