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 Wealth Management provides discretionary investment management, financial planning, retirement plan advisory and cash management services to individuals, high-net-worth clients, families, trusts, estates, businesses and retirement plans. The firm also offers trust management and trustee services, including trust administration, accounting and tax return preparation when serving as trustee. The firm’s investment process is grounded in modern portfolio theory with a generally long-term orientation and a preference for low-cost, diversified mutual funds and ETFs, while also using individual equities and fixed income where appropriate. For certain separately managed accounts Logan Park may employ short-term margin borrowings and derivatives such as options to implement portfolio objectives, and it may retain legacy positions for tax or portfolio-fit reasons. Notably, Logan Park’s offering of trustee services means it can have custody of client assets in limited circumstances and is subject to a surprise independent examination under regulatory requirements. The firm operates with a relatively small advisory team managing several hundred client relationships and an institutional custody relationship that provides technology and operational support.

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.