Pks Investment Advisors LLC

About Pks Investment Advisors LLC

<p>With offices across Maryland’s Eastern Shore and coastal Delaware, Pks Investment Advisors LLC works with both individuals and employer groups that want day-to-day support for retirement plan decisions. The firm is headquartered in Salisbury, with additional offices in Ocean City, Maryland, and Lewes, Delaware, serving the Delmarva Peninsula region.</p> <p>Pks Investment Advisors LLC is a registered investment advisor that manages $0.2B in assets (2026). It provides financial planning, retirement income planning, and investment management for individuals, families, and businesses, along with guidance on tax management and estate and trust planning.</p> <p>For employers, the firm offers 3(21) fiduciary services, acting as a co-fiduciary and providing investment advice to the plan sponsor while the sponsor retains final decision-making authority. This is a practical fit for plan committees that want documented recommendations and ongoing monitoring without outsourcing full control.</p> <p>What sets the firm apart is its local, multi-office presence on the Eastern Shore, which makes it easier for nearby plan sponsors to meet in person while still receiving fiduciary-level support.</p> <ul> <li>Registered investment advisor (RIA) and fiduciary</li> <li>3(21) retirement plan investment advice for employers</li> <li>Financial planning and retirement income planning</li> <li>Investment management</li> <li>Tax management and estate &amp; trust planning</li> </ul>

Website: https://pksadvisors.com/contact/