PKS Investment Advisors LLC’s mission is to be the trusted financial advisor for all aspects of our clients' financial lives. In so doing, we take the time to develop a complete understanding of each client's financial goals and aspirations, their individual circumstances, and their investment objectives and concerns.
With that information, we help our clients make informed investment decisions and keep them focused on their intended path to a secure financial future. We continue to work closely with our clients using an ongoing consultative process to help guide them through life's challenges, and remain on the right track for financial success.
PKS Investment Advisors LLC is affiliated with PKS & Company, P.A., one of the largest and most respected Certified Public Accounting firms on Delmarva. This relationship enables PKS Investment Advisors LLC to extend the income tax and estate planning services of PKS & Company, P.A. to its clients under one roof.
