PANOS FINANCIAL PARTNERS, LLC

Overview

Panos Financial Partners, LLC is a small, client-focused wealth advisory and insurance brokerage that manages discretionary portfolios primarily for individuals and families. The firm’s investment activity centers on equity-first allocations, with a clear preference for exchange-traded instruments to serve as the core of client portfolios. Their advisory work is paired with insurance brokerage services, which suggests they integrate insurance solutions alongside portfolio management when appropriate for client goals and risk profiles. The firm charges clients through a mix of percentage-of-AUM and fixed fees and provides portfolio management tailored to individuals and small businesses. Given the scale and client makeup, their approach appears practical and implementation-driven: use liquid public equities and mutual funds for core exposures, with advisory guidance directed toward retirement, wealth accumulation and risk management for privately held households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices