A complete list of active advisors currently associated with Park + Elm Investment Advisers

Warmer can help you find a great advisor at Park + Elm Investment Advisers or one who fits your needs even better.

Park + Elm Investment Advisers provides discretionary portfolio management, financial planning, and retirement-plan consulting to individual clients and employer-sponsored plans. The firm serves a mix of individual households (including high-net-worth clients) and plan sponsors, and also offers participant-level investment advice and administrative support for retirement plans. Investment decisions are guided by a risk-assessment tool and five model portfolios (Capital Preservation, Conservative, Growth, Aggressive Growth, Equity), with ongoing monitoring, rebalancing, and a long-term, asset-class approach grounded in Modern Portfolio Theory. Implementation typically uses institutional mutual funds—primarily Dimensional Fund Advisors’ funds—and sometimes programs through American Funds, and the firm can incorporate held-away accounts into its holistic reporting and oversight. Park + Elm is affiliated with an insurance brokerage and an affiliated insurance services LLC, and some advisers are licensed to sell insurance; the brochure discloses these outside activities (which the firm says can occupy up to about 20% of an adviser’s time) and notes the resulting conflict of interest is monitored and disclosed. The firm also operates a supervised network of Investment Adviser Representatives who may use DBA names and provides ERISA-related fiduciary and consulting services, with plan assets under advisement reported separately.

To learn more about the advisors currently working at Park + Elm Investment Advisers, 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.