Financial planning with a purpose has been the mission of PKS Investment Advisors for more than 24 years. “Our investment philosophy and approach are perhaps best defined by what they are not: stock picking and market timing, which are fruitless and costly efforts put forth in an attempt to ‘beat the market,’” said Daniel M. O’Connell II, CPA/PFS, CVA, who has more than 25 years of experience in accounting, auditing, taxation and financial planning. “Instead, our philosophy focuses on low-cost, evidence-based investing using institutional money managers.”

With offices conveniently located in Salisbury, Ocean City and Lewes, its team is well positioned to meet the needs of its clients across the Eastern Shore. The independent financial planning firm provides clients the benefits of customized strategies to mitigate tax implications and preserve wealth. “We only act as a fiduciary for our clients; meaning, we serve our clients’ best interests at all times,” O’Connell said. “Recommendations and guidance are given only after we have a complete understanding of each client’s financial goals and individual circumstances.”

The firm’s experienced advisors partner with clients who range from those who have accumulated wealth for years and those experiencing emerging wealth to individuals who are growing their investments. “We work with individuals who want regular interaction about how their investments are performing and what that means for their financial plans,” O’Connell said.

Clients enjoy working with financial planning and accounting under one roof. “It enhances communication between all parties,” he said.

PKS offers financial planning, retirement planning, investment management and employer retirement plans. Partner Gigi LeKites, CFP®, CRPC®, says “At PKS we focus on more than just investments. We take the worry out of retirement planning by helping our clients clearly define their financial goals and develop an implementation plan to achieve their long- term goals. Together, we explore topics like estate planning, long-term care planning, how to minimize your tax burden or even how to respond to market fluctuations. Simply put, we’re here to help with all aspects of our client’s financial lives.”

By marrying investment and tax management backed by PKS & Company, P.A., clients can access a comprehensive menu of financial planning and accounting services — a single source. PKS advisors can tap into the support of an entire team of financial professionals at all times. Said O’Connell: “Our clients know we are all working together on the same team, with the same goals in mind.” CS