Park Lane Financial Group LLC

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Client assets under management

$8,800,730

Clients

11% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$195,572

About

Park Lane Financial Group LLC provides discretionary asset management, financial planning, and targeted consulting services to individual and business clients, delivering ongoing portfolio management and written financial plans. The firm also operates as a licensed insurance agent and offers commission‑based insurance products, and its client base does not emphasize high‑net‑worth individuals.

Investment programs are built around each client’s goals, time horizon, and risk tolerance, with the adviser employing fundamental analysis, Monte Carlo planning, and cyclical analysis to inform asset allocation and risk assessments. Park Lane may hire third‑party sub‑advisors to implement strategies and uses a mix of long‑term holdings, trading, and options strategies where appropriate.

Distinctive features for a firm of this size include the combination of fee‑based advisory services with an affiliated insurance practice (the adviser discloses devoting roughly 10% of time to insurance) and routine use of sub‑advisors for portfolio implementation. The firm discloses a small client roster and assets under management and requires clients to use a designated custodian for execution; it also does not routinely vote client proxies, matters prospective clients may want to consider.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting

Occupation focus

Founder/Business Owner

Demographic focus

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Full Financial Plan fixed fees ranging from $1,500 to $12,000; Ongoing Financial Planning Services fixed annual fee $100 to $1,000

Percentage

$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.35% annually

Commissions

Insurance products sold for commission by representatives

Project-based

Consultation Services charged at $350 per hour

Subscriptions

Ongoing Financial Planning Services fixed annual fee $100 to $1,000 paid monthly in advance

Other

Account minimum: $100,000 Fee-only: Full Financial Plan: $1,500 - $12,000 fixed fee; Consultation Services: $350/hour; Ongoing Financial Planning Services: $100 - $1,000 annually (paid monthly in advance)

Main office location

Park Lane Financial Group LLC

843 Exeter Ave.

West Pittston PA 18643, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 570-497-8081

Advisors at this firm

Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement

Tanner V

Series 65

West Pittston, PA

Park Lane Financial Group LLC

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement

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