A complete list of active advisors currently associated with Park Financial Planning Solutions, LLC

Warmer can help you find a great advisor at Park Financial Planning Solutions, LLC or one who fits your needs even better.

Park Financial Planning Solutions, LLC provides financial planning, portfolio management, consulting and general educational seminars to individuals, high-net-worth individuals, and families. The firm reports managing approximately $504,950.53 on a discretionary basis and $1,033,142.40 on a non-discretionary basis across a small client base of about ten households. The firm’s advice is built around client-specific investment plans that use asset allocation, diversification and strategic portfolio management informed by economic and fundamental analysis, cash-flow modeling and tax planning. While it can accept discretionary authority, a majority of assets are managed non-discretionarily and clients may impose investment restrictions or choose custody arrangements with the recommended custodian, Altruist. Compared with many independent peers, the firm’s combination of a predominantly non-discretionary asset base and the provision of public seminars—explicitly including sessions on the FERS retirement system for federal employees—is uncommon. The firm also offers multiple billing options (AUM, hourly, and flat-fee) and relies on Altruist’s platform for trading, custody, reporting and related operational services.

To learn more about the advisors currently working at Park Financial Planning Solutions, LLC, 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.