A complete list of active advisors currently associated with Lake Park Advisors

Warmer can help you find a great advisor at Lake Park Advisors or one who fits your needs even better.

Lake Park Advisors provides discretionary investment management, financial planning, and qualified-plan consulting primarily to individual and high‑net‑worth clients, and also works with corporations and business entities. The firm delivers tailored portfolio management, written investment policy/risk‑tolerance documentation, and periodic account reviews, and does not sell annuities or insurance products. The firm’s investment process emphasizes fundamental analysis and individualized strategies based on each client’s objectives and time horizon, with quarterly reviews and more frequent monitoring when market conditions warrant. Lake Park Advisors uses third‑party custodians and service providers for execution and reporting and discloses that some vendors incorporate artificial intelligence and machine‑learning components, which the firm reviews as part of its vendor due diligence. What distinguishes the firm from many peers is its close affiliation with an accounting and tax‑preparation practice: the firm’s principals spend roughly half of their time delivering CPA and tax services and may offer those services to advisory clients, with disclosures and procedures in place to mitigate conflicts of interest. The advisory team also combines CFP and CPA credentials and long professional experience, pairing investment management with in‑house tax and accounting capabilities not commonly offered by firms of its size.

To learn more about the advisors currently working at Lake Park Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.