(FRONT) Daniel M. O’Connell II, CPA/PFS, CVA  and Timothy A. Gonzales, CFP®, AAMS®. (BACK): Gigi G. LeKites, CFP®, CRPC®, Steven E. Sweigert, CRPC® and  John M. Stern, Jr., CPA/PFS.



Financial planning with a purpose since 1999

PKS Investment Advisors LLC, was founded in 1999 on the principles of trust, knowledge and transparency. The firm’s highly educated team of financial planners and advisors are dedicated to upholding these values to the highest standards for their clients, their investments and their evolving financial situations. As a registered investment advisory firm, it adheres to a strict fiduciary standard and is legally bound to act in their clients’ best interests. 

The firm’s investment strategy is deeply rooted in evidence-based research practices and are guided by the principles of the Modern Portfolio Theory and the Efficient Markets Hypothesis. These tenets are the basis for their globally diversified portfolios, which utilize low-cost and passively managed asset-class-based investments. Further, PKS Investment Advisors’ fee-based approach to financial planning services and asset management reinforces that each decision is strategically made with their clients’ best interests in mind rather than that of a commissioned trader compensated for each and every transaction.  

With the full support and resources of its sister company, PKS & Company, P.A., PKS Investment Advisors offers its clients complete access to its family of financial experts for solutions and strategies for individuals, families, businesses, estates, trusts and partnerships. To achieve these goals for clients, PKS incorporates traditional accounting, tax and audit services — specializing in additional areas of financial guidance, including estates and trusts, employer-sponsored retirement plans such as 401(k), fraud and forensic services and litigation support. 

The firm also believes it’s important for their clients to understand a critical distinction relating to industry qualifications: A financial planner is a type of financial advisor, but every financial advisor is not necessarily a financial planner. PKS Investment Advisors comprises a highly educated and qualified team of specialists who have earned numerous distinctions, including: Certified Financial Planner™ (CFP®); Chartered Retirement Planning Counselor (CRPC®); Personal Finance Specialist (PFS); and Accredited Asset Management Specialist™ (AAMS®); among others. They work closely with their clients, using an on-going consultative process to help guide them through life’s challenges, while guiding them to remain on the right track for financial success. 

Salisbury • Ocean City • Lewes

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