PKS & Company Certified Public Accountants and PKS Investment Advisors have been strategically managing their clients’ financial needs since 1978
The creed that PKS & Company, P.A., Certified Public Accountants, and their partnering enterprise, PKS Investment Advisors LLC, follow is based on a belief system they personify each and every day. It’s a way of doing business that has made them the firm of choice on the Eastern Shore.
Established in 1978, PKS & Company P.A. has grown to become one of the region’s most respected CPA firms. PKS Investment Advisors LLC was founded in 1999 as an independent registered investment advisory firm. This unique pairing of the two firms allows PKS to offer their customers a single, comprehensive, all-encompassing source for financial services and advice. Collectively, their group is grounded in the respective fields of accounting and business consultation, as well as investment advice and financial planning — a combination unrivaled on the Eastern Shore.
To fulfill the PKS mandate requires more than the inveterate skill and unsullied integrity of its key players and staff. It also means having a breadth of services second to none in the region. PKS & Company proudly touts itself as a leader in traditional accounting, auditing and tax services, but brings additional skills and knowledge in other areas of financial guidance. In-house, PKS & Company has associates who are certified in fraud examination, business valuation, human resource management, retirement plan administration, government financial management and personal financial planning. If that weren’t enough, PKS & Company specializes in services for common interest real estate associations such as HOAs and condo associations and even has an in-house attorney specializing in estate and trust planning. All of these experts are on staff and on hand for every PKS client.
“We’ve assembled the best talent available in providing solutions for our clients that are both innovative and custom-tailored to their specific needs,” said John Stern, CPA/PFS, a principal at the company. “We’ve also structured ourselves strategically so that we remain small enough to offer prompt, individualized service, yet large enough to provide an inclusive, sophisticated array of services to our clients.”
If you speak with PKS’ clientele, their methodology continues to produce results. “Our engineering and architectural firm relies on PKS & Company for their extensive accounting knowledge and expertise,” praised Jim Willey, Jr., president & managing member of GMB Architects & Engineers of Baltimore, Salisbury and Seaford. “As a professional firm, we recognize and value the trusted-advisor relationship PKS has developed with us over the years. We also appreciate their ability to deliver services in a timely fashion.”
PKS is a member of PKF North America, an association of independently owned public accounting firms that share client service as well as technical, educational and marketing resources. In the event that a client were to have a question or issue outside the expertise of the firm, a worldwide network of financial experts can be tapped for the exclusive purpose of solving that client’s problem or answering that unique question.
Along with Stern, PKS & Company is guided by partners Andrew Haynie, Susan Keen, Michael Kleger, Jeffrey Michalik, Daniel O’Connell II and Jeffery Pruitt.
Together, PKS & Company and PKS Investment Advisors were named one of 2011’s “Best Financial Advisors for Doctors” by Medical Economics magazine. The annually published list comprises financial advisors from across the U.S. who have demonstrated the qualifications and proficiency that specifically addresses the unique needs of doctors and their medical practices.
PKS Investment Advisors LLC is a multilayered team led by CPA Winn Booth, a founder and principal of PKS Investment Advisors LLC. Prior to his returning to the Eastern Shore, Booth was a partner and national director of bank taxation services for Ernst & Young.
Matt Repass is in charge of the retirement-income-planning division of PKS Investment Advisors. Matt was the president of Repass & Associates for 14 years. He launched his career at New York Life Insurance Co. and NY Life Securities.
For their clients, PKS delivers secure, time-tested and successful techniques for managing assets and wealth. They uniquely link financial planning and investment advisory services with planning for both income and estate taxes.
Planning is provided for clients at all stages of life. Whether they are just starting out and need to pay special attention to protecting their family and growing their nest egg, already in retirement and concerned about providing sufficient income, or somewhere in between, PKS Investment Advisors can help. For those clients close to, or already in, retirement, Matt Repass has designed SWAN, an acronym for “Sleep Well At Night.” This retirement income strategy addresses the most troubling question facing retirees today: "Will my money last for the rest of my life?"
Unlike a brokerage house or an insurance company, PKS Investment Advisors represents the interests of its clients exclusively. The PKS family of financial experts provide fee-based advice, solutions and strategies for individuals, families, businesses, estates, trusts, partnerships and not-for-profit organizations wanting to pursue long-term goals.
“Every financial-services company claims that you’ll receive the best service from them,” said J.P. DuBuque, SPHR, PKS & Company’s Director of Administration & Marketing. “The difference with us is that we’ve been proving it every day since 1978.”
PKS is a host of knowledge when it comes to advising businesses and individuals on financial and tax matters. You do not have just an accountant or advisor, but an entire firm of professionals to service your needs. That's why so many people on the Eastern Shore consider PKS the cornerstore of a bright financial future.