For more than 35 years as financial advisors we have done our best to care for clients like family. Our specialties are investment management and retirement planning. We believe in owning great businesses and we conduct independent research to build and manage custom tailored portfolios. Our objective is to balance clients' need for safety and liquidity against the need for growth to offset future inflation. 
 
The Poe Group... Experienced, Professional, Dedicated to Great Service.