Welcome to
Pallas Capital Advisors

The independent financial planning and investment advisory firm founded to provide a powerfully personal and transparent approach.

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Innovation

We seek new and creative ways to deliver results as the world and your needs evolve.

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Passion

We go above and beyond at all times for our clients because we love what we do.

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Responsibility

We ensure honesty and transparency in all that we do and say.

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Determination

We are relentless, resourceful and motivated to help clients.

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Collaboration,
Efficiencies,
Comfort

We deliver comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage to help high net worth clients achieve financial comfort and free up their most precious commodity: time.

“We created Pallas because we believe the independent model has reached a state of readiness and become a game-changing opportunity to better enable us to help clients navigate and achieve their financial, life and family goals in today’s ever-changing and complex world.”

Richard Mullen Managing Director & Co-Founder

“We turn intellectual rigor, passion, and innovation into a phenomenal client experience.”

Charles Evangelakos Managing Director & Co-Founder

“Pallas is unwavering in our commitment to the highest standards of professionalism as embodied in our firm’s values. These values drive everything we do – every action, every communication, every decision and interaction we have with every client, advisor and partner across our network.”

Greg Boyle Managing Director & Co-Founder

Our Unique Advantage

The Power of Planning

We take a holistic approach and create personal blueprints and financial models to help clients uncover new opportunities and achieve their goals.

Experienced Team

We combine personal know-how with decades of proven skills, knowledge and experience across market cycles.

Fiduciary Responsibility

We are unwavering in our commitment to the best interests of clients.

Independent Advisors

We deliver unbiased and transparent advice – unconstrained by standard research and solutions and free to pursue and align clients with more complete, robust ideas and opportunities.

Partnership Focus

We believe deeply in the power of collaboration and work with clients every step of the way to unlock value for today and future generations.

Private Family Office

We deliver high-touch, personal attention and service to help our clients across every detail of their complete financial life.