Pallas Capital Advisors was founded by Richard Mullen, Charles Evangelakos and Greg Boyle after decades of experience working together at larger financial institutions. After years of researching the readiness of the independent model, the three co-founders felt that it had finally reached a state of readiness and could provide the very best opportunity to better enable clients to achieve their financial goals. That’s at the core of everything we do: what is best for the client.
As an independent firm, Pallas was able to determine the best technology, software, planning capabilities and more as part of our service offering. We don’t believe in being hindered by the “pay to play” offerings and restrictions that other financial institutions must abide by. We’re about ensuring the best opportunities and strategies are presented for today that will affect your financial freedom tomorrow.
Our service model allows us to provide customized, comprehensive wealth management solutions for you and your family. That’s the Pallas difference – you can enjoy your life knowing that your whole financial picture is continuously monitored and updated as needed by your dedicated team at Pallas. As your life evolves – your family grows, your business expands, or you have a different major life change – your financial plan evolves with you. And, as stewards of your wealth, we’re there with you every step of the way.