Providing Peace of Mind

During trying times.

Our Team

An independent financial advisory firm, we specialize in personal financial planning, business planning and wealth management services. Our clients engage with us on many levels — from investment management to comprehensive wealth management.

Our financial planning and wealth management services provide advice on topics such as investment management, retirement planning, estate planning, tax planning, college funding and risk management. We also offer business planning services, including succession planning, buy/sell agreements, qualified retirement plans, key-person incentives and carve-out executive benefits.

Kyle Abrahamovich

President

As one of the founders of Poulos Advisors, Kyle dedicates his time to the strategic oversight of our services, as well as the ongoing support of our client engagements. An experienced and effective advisor, he truly enjoys helping our clients reach their goals.

With a bachelor’s degree from Castleton State and an M.B.A. from Clarkson University, Kyle offers expertise in private businesses and specialized wealth management services.

Beth Wilson, CFP®

Certified Financial Planner

Beth enjoys delivering strategic solutions that help our clients improve their finances and accomplish their most important objectives. With a vast knowledge base, dedication to client service and disciplined financial planning process, she offers an unmatched client experience for individuals, families in transition, families with special needs children and business owners.

A CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor, Beth has an associate’s degree from Westbrook College/UNE, a bachelor’s degree from the University of New Hampshire, a Tax Accounting Certificate from Champlain College and a Financial Planning Certificate from Boston University.

Outside of work, she serves on the Vermont Family Network Board and lives in Williston, VT with her husband, son and beloved black Labrador.

Jen Abrahamovich

Office Manager

Committed to ensuring we deliver high-quality services and maintain a welcoming, inspiring culture, Jen has been with our firm since its inception.

Holding a bachelor’s degree from Clarkson University, she is responsible for the day-to-day operations of our firm, in addition to making sure all of our clients’ needs are fulfilled.