POPA FINANCIAL SERVICES, INC.

Overview

Popa Financial Services, Inc. is an independent registered investment adviser that serves individuals and families with financial planning and portfolio management tailored to smaller private clients and small businesses. The firm combines advisory services with brokerage and accounting capabilities — it operates as an insurance broker and maintains accounting relationships — which suggests an integrated approach to client financial needs beyond portfolio construction. Fee arrangements include a percentage of assets under management and hourly charges, so clients can be billed on an ongoing advisory basis or for one-off planning work. Investment positioning is equity‑centric: the firm’s stated preference is for exchange‑traded equities and ETFs as the principal vehicles for client portfolios. That emphasis points to a focus on liquidity, cost control and tradeability for retail-sized relationships. Popa Financial Services is not registered as a multi‑state adviser, does not present as an ESG investor, and appears to target straightforward individual and family mandates rather than institutional pension or multi‑manager mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices