We at Poulter Investment Advisors strive to build trust and a longstanding relationship with every interaction that we have with our clients. We know that financial planning can be an extremely stressful endeavor, and we are here to support our clients no matter where they are in their lives and careers.
Before we even consider a financial plan, we want to meet with our new clients and discuss their family situations, risk tolerance, liabilities, and long-term goals. We believe that a client’s concerns and values should be an integral part of any financial plan, and we will not advocate for any strategies that a client does not feel fully comfortable with. This is one of the many ways that we put our clients’ needs first, before we even start looking at an investment strategy.
Crafting a holistic approach to finances is a central part of our business, and we work with several different professionals to provide a comprehensive strategy. On our staff, Patricia Poulter serves as a Notary Public, allowing us to notarize important documents in-house and simplify your financial life. Additionally, we work closely with our suite-mates, an estate attorney and a CPA, allowing you to address most of your financial needs under one roof.
If you desire to simplify your financial life, reach out to us today! We will sit down with you to review your financial situation and craft a plan to pursue your goals.
Our mission is to provide the best possible experience to our clients as they navigate through life’s challenges, and we dedicate each day to making this a reality. We take the time to discuss multiple options for each client’s unique situation, use the latest technology to evaluate market trends, and provide professional advice at every step of our client’s financial journey.
Owner & Founder
Client Services Specialist
Operations & Compliance