Our History
Established in 1999, PKS Investment Advisors LLC is an independent registered investment advisor.
PKS Investment Advisors LLC is a registered investment advisory firm dedicated to providing wealth management planning, strategies, and services to individuals, families, and business owners. 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 P.A., one of the largest 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.
