A complete list of active advisors currently associated with The Panopoulos Group

Warmer can help you find a great advisor at The Panopoulos Group or one who fits your needs even better.

The Panopoulos Group is a registered investment adviser founded in 2017 that provides continuous, tailored portfolio management and comprehensive financial planning to high‑net‑worth individuals. The firm prepares written or electronic financial plans and implements investment programs designed around each client’s stated objectives, time horizon, risk tolerance and liquidity needs. Investment decisions draw on a mix of fundamental, technical, cyclical and charting analyses, and the firm employs both active manager selection and passive, index‑based vehicles when appropriate. Account supervision is guided by a client-specific investment policy statement and tax considerations, with portfolio construction that can include individual securities, mutual funds and ETFs. Compared with many peers, the firm supplements its percentage-of-AUM advisory model by offering financial planning on an hourly basis rather than solely on a fixed or asset-based basis. The brochure also notes operational distinctions: the firm does not provide written investment-management reports to clients, does not vote client proxies by default, and requires use of its recommended custodian for account execution.

To learn more about the advisors currently working at The Panopoulos Group, 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.

Name	Location	Years of experience
George Panopoulos	Inverness, IL	34

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