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Your Money. Your Goals. Our Focus.
Financial Advice Built Around You

Helping you navigate investments, life changes, and retirement, without the noise.

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Our PhilosophyMore Than Numbers.
It’s About Your Story.

A family‑focused financial firm understands that real planning isn’t about products or pressure—it’s about people. It’s about sitting across the table, listening to your hopes for your children, your dreams for retirement, and the values you want to pass on. We believe in building relationships rooted in trust, personal responsibility, and the kind of steady, commonsense guidance that helps families thrive. Your goals become our goals, and your peace of mind becomes our priority.

 

In a world that often feels dominated by big institutions and distant decision‑makers, we take pride in working for Main Street, not Wall Street. That means offering straightforward advice, protecting what you’ve worked hard to build, and helping you make confident choices that honor your family’s future. Whether you’re planning for tomorrow or navigating life’s big moments today, we’re here with the knowledge, integrity, and commitment you deserve.

ServicesFinancial Planning
Made Personal

Financial planning shouldn’t feel one-size-fits-all—because your life isn’t. We take the time to understand your goals, priorities, and the moments that matter most, then build a strategy tailored specifically to you. From everyday decisions to life’s biggest milestones, your plan evolves as you do—so you always feel confident about what’s next.

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Learn More About UsWorking for Main Street, Not Wall Street

Our team is rooted right here on Main Street in New Port Richey, where we’ve spent over 15 years building relationships—not just accounts. As independent advisors, we have the flexibility to do what’s right for you, not what’s driven by Wall Street agendas. We understand the hard work, hopes, and dreams behind every dollar you’ve earned, because we live, work and volunteer in this community too. Our approach is simple: people come first, always.

Who We Work With

  • Individuals
  • Business Owners
  • High-Net-Worth Families
  • Retirees
  • Pre-Retirees
  • Non-Profit Organizations
  • Government Entities
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Expertise

As a team, Pontlitz Asset Advisors brings together more than seven decades of combined experience across financial services, executive leadership, community engagement, and client support. Derek Pontlitz contributes over 25 years of deep industry knowledge spanning finance, lending, insurance, healthcare, and investment management. Stefanie Pontlitz adds nearly two decades of financial advisory, operational leadership, and nonprofit executive experience, grounded in a lifelong connection to the profession. Complementing this foundation, Evie Parks brings more than 40 years of community leadership, donor relations, and organizational development throughout Pasco County. Together, our diverse backgrounds allow us to serve clients with a well‑rounded, real‑world perspective that strengthens every plan we build.

About Our Team

Client Philosophy

At Pontlitz Asset Advisors, our philosophy is simple and shared: people come first. We work as a team to ensure every client feels heard, understood, and supported—whether they are planning for retirement, managing life changes, or building a legacy for future generations. Derek leads with a focus on personalized, goal‑driven strategies; Stefanie ensures that every process and interaction reflects warmth, trust, and professionalism; and Evie brings a client‑centered approach that strengthens our relationships and deepens our service. Together, we create an environment where clients experience not just financial guidance, but a partnership built on respect, transparency, and confidence.

Our Clients

Our Commitment

Our team is united by a shared commitment to integrity, service, and long‑term relationships. We believe clients deserve independent, objective guidance rooted in genuine care for their goals and their families. Derek’s dedication to offering a different kind of financial experience, Stefanie’s focus on operational excellence, and Evie’s lifelong devotion to customer service all reinforce our collective promise: to show up for our clients with consistency, clarity, and heart. Whether we are designing a financial plan, supporting a family through a transition, or engaging with our community, we approach every interaction with the same commitment to doing what’s right.

Our Promise

Test Your Investing IQ

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Get Started Today

Ready to take the next step toward a more confident financial future? Contact our office today to schedule an in‑person, virtual, or phone appointment and let our team help you get started.

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