Services We Offer

Poulter Investment Advisors provides holistic and unbiased guidance to help you plan your financial journey. Our fee-based model allows us to examine our clients’ unique situations and provide the best possible options for their financial success. We handle a multitude of financial issues, including:

Financial Planning Services

• Retirement Plans
• 401k Planning
• 403b Planning
• Tax Planning
• Estate Planning
• College Planning
• Profit Sharing Plans
• Money Management
• Risk Analysis
• Charitable Giving
• Large Personal/Business asset additions

Investment Services

• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Educational IRA
• Brokerage Accounts
• Fee-based Accounts
• Guided Wealth Portfolios
• Mutual Funds
  
• Variable & Fixed Annuities
• Alternative Investments
• Bonds
• Common Stock
• Treasury Bills
• Government Securities
• Treasury Notes

Insurance

• Life Insuranced
• Long-Term Care
• Disability Income

Reach out to us today for a no-fee consultation! We would love to hear about your goals, and we can work together to create a plan that aligns with your unique financial situation. If you require service in an area not listed above, please contact us.