A complete list of active advisors currently associated with Park Investments and Consulting LLC
Warmer can help you find a great advisor at Park Investments and Consulting LLC or one who fits your needs even better.
Park Investments & Consulting is a fee‑only, state‑registered independent advisory practice operated by a single advisor. The firm provides ongoing wealth management for individuals, families, trusts and business entities, and also offers project‑based consultation services and second‑opinion portfolio reviews. Investment advice is delivered through customized portfolios that rely on Modern Portfolio Theory and strategic, diversified asset allocation, blending internally researched securities with third‑party funds. The adviser emphasizes a collaborative planning process — including written investment policy documents and periodic portfolio reviews — and expects active client participation in setting objectives and implementing plans. Compared with many solo independent advisers, Park manages a multi‑million dollar asset base with a relatively small client roster and explicitly serves high‑net‑worth households as well as other individual clients. The firm was formed in 2024 by an advisor with prior industry experience and participates in an institutional custodian program that provides execution, reporting and research support used in portfolio implementation.
To learn more about the advisors currently working at Park Investments and Consulting 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.
Name |
Location |
Years of experience |
|---|---|---|
Grosse Pointe, MI
| 16
|
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