Glover Park Wealth Management, LLC

Glover Park Wealth Management is a small, owner‑operated SEC-registered investment adviser that provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, corporations, and retirement plans. The firm manages approximately $144 million for about 162 clients and also helps clients access independent managers and other specialist solutions as part of comprehensive wealth plans.

The firm generally pursues a long‑term, customized approach using fundamental and technical analysis, constructing portfolios with ETFs and mutual funds while also employing individual stocks, bonds, private placements, hedge funds, and interval funds where appropriate. Glover Park may use derivatives—most commonly options—and short‑term margin borrowings in client accounts for hedging or tactical adjustments, and it can implement strategies through third‑party independent managers.

What distinguishes the firm from many peers is its combination of a small, principal‑led advisory team and its concurrent role as a licensed insurance agency, which can result in commission or referral compensation when insurance products are recommended. The adviser also participates on an institutional custodian platform that provides technology and research support and may oversee ERISA plan services (including 3(21)/3(38) arrangements) for retirement plan sponsors.