A complete list of active advisors currently associated with Logan Park Wealth Management

Warmer can help you find a great advisor at Logan Park Wealth Management or one who fits your needs even better.

Logan Park serves individuals (including high-net-worth clients), families, trusts, estates, businesses and retirement plans with discretionary investment management, financial planning, retirement-plan advisory and cash-management services. The firm constructs customized portfolios using mutual funds, ETFs and, as appropriate, individual securities, and also provides ongoing monitoring and consulting and trust administration services when acting as trustee. The firm follows a long-term, modern-portfolio-theory framework that emphasizes diversified, low-cost funds and tax-aware handling of legacy positions, while tailoring asset allocation and risk to each client. Logan Park also permits use of derivatives (including options) and short-term margin/borrowing in separately managed accounts and employs shorter-term trades when needed for rebalancing, tax or cash-management purposes. Logan Park operates with roughly $465 million in AUM across a four-advisor team, a scale that produces relatively high AUM per adviser compared with many peers, and it recently added trustee services that create limited custody relationships subject to a surprise independent examination. The firm maintains an institutional custody arrangement that provides operational and technology benefits and does not accept proxy-voting authority, instead leaving voting decisions to clients while offering related assistance.

To learn more about the advisors currently working at Logan Park Wealth Management, 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.