Poder Wealth Advisors

Poder Wealth Advisors is a Maryland‑registered advisory firm founded in June 2024 that manages roughly $12.3 million in discretionary assets for 33 clients, primarily individual and high‑net‑worth households. The firm provides discretionary portfolio management, one‑time and comprehensive financial planning, and specialized wealth‑management tracks for equity compensation and entrepreneur clients, and it offers insurance products through licensed representatives.

The firm’s investment approach is grounded in Modern Portfolio Theory and is implemented primarily through passive, low‑turnover portfolios composed of index mutual funds and ETFs, with quarterly reviews and discretionary trading subject to client‑imposed restrictions. Financial planning engagements produce written reports and ongoing monitoring; the firm prefers fee‑only insurance solutions but discloses it may recommend commission‑based insurance when fee‑only options are not available.

Compared with many peers of similar size, Poder emphasizes several focused service lines—fixed‑fee, ongoing programs for equity compensation and entrepreneurs—and recently added operational features such as standing letters of authorization. The firm maintains institutional relationships with custodial platforms (including Charles Schwab and Altruist), discloses receipt of soft‑dollar benefits from Schwab, and notes that its advisors are licensed insurance agents who spend less than 10% of their time on insurance activities, which may present potential conflicts of interest.