Established in 1999, PKS Investment Advisors LLC is an independent registered investment advisor.
As such, the firm represents the interests of its clients and not that of a brokerage firm or insurance company. The firm is affiliated with PKS & Company PA., one of the largest and most respected Certified Public Accounting firms on Delmarva, serving its clients since 1978.
This relationship enables PKS Investment Advisors to extend the income tax and estate planning services of the CPA firm to its clients under one roof. It is the core belief of both PKS Investment Advisors and PKS & Co, PA that the coordination between financial plans and tax plans benefits clients with a service truly unique to financial planning.
As a fully independent financial advisor, we are not restricted to any financial institution, product or service, and we work exclusively for the benefit of our clients.
For more information or to request a consultation call 1-800-274-2564