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Our History

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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 serving its clients on Delmarva since 1978. This relationship enables PKS Investment Advisors to extend the income tax and estate planning services of the C.P.A. firm to its clients under one roof. It is the core belief of both PKS Investment Advisors and PKS & Company that the coordination between your financial plans and your tax plans benefits clients with a service truly unique to financial planning.

 

 


 

 

 
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