Our Firm

Who We Are

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.

Derek Pontlitz, CRPC®

Managing Director, Chief Wealth Strategist

727-359-0970

866-850-0085

dpontlitz@paadvisor.com

Derek Pontlitz, CRPC® is the Founder & CEO and Senior Wealth Advisor at Pontlitz Asset Advisors, located in downtown New Port Richey, Florida. Derek has over 25 years of experience in finance, lending, insurance, and healthcare,...

Stefanie Pontlitz

Chief Operating Officer Client Services Director

727-359-0970

866-850-0085

spontlitz@paadvisor.com

Stefanie Pontlitz serves as Chief Operating Officer of Pontlitz Asset Advisors, bringing a unique blend of financial services industry expertise and executive leadership. Her experience in the financial industry dates back to 2005,...

Evie Parks

Client Relationship Manager

727-359-0970

eparks@paadvisor.com

Evie Parks is a lifelong Pasco County resident with more than 40 years of professional and volunteer leadership dedicated to strengthening her community. She brings extensive experience in fundraising, event planning, donor relations,...

Get Started Today

Your financial future isn’t something to put off—it’s something to take control of today. Whether you’re planning for retirement, growing your wealth, or navigating a life transition, we’re here to guide you every step of the way. Let’s build a plan that’s tailored to you and designed for real life. Get started today and take the first step toward financial clarity and confidence.

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