Who We Are

Prime Investment Advisors is a registered investment advisor that provides clients with the means to effectively define and achieve a lifetime of financial goals.

Our principal, Stephen S. Polan, CPA®/PFS®, CFP®, MST®, has been offering asset management and strategic financial advisory services for over 30 years following eight years in practice with Ernst & Young and MCI Communications. Steve’s knowledge of traditional compensation and employer equity compensation plans enabled the company’s upper management to effectively achieve their financial potential.

Our mission is to ascertain your financial situation, your goals, your time horizon and your risk tolerance to assist you in developing a sound and realistic investment program.

We are committed to practice with the utmost integrity. We are governed by the ethical standards of the AICPA®, the Board of Certified Financial Planners and the SEC and state regulatory commissions to be your advocate, to fully disclose all aspects of our business practices, to be independent and avoid all conflicts of interest.

Contact Details

Prime Investment Advisors
7700 Old Georgetown Road, Suite 630
Bethesda, MD 20814
Phone: (301) 951-5233
Fax: 1 (888) 242-4044
Email: info@primeinvestor.com

Investment Updates