A complete list of active advisors currently associated with Park Square Financial Group LLC

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

Park Square Financial Group, LLC serves individual and high‑net‑worth clients as well as trusts and estates, providing discretionary portfolio management, ongoing investment supervision, and financial planning. The firm also offers limited consulting on estate, retirement and real‑estate matters and provides oversight services for legacy variable annuities through a third‑party insurance platform. Park Square takes an active, asset‑allocation‑driven approach that blends fundamental, quantitative and technical analysis, typically using equities, ETFs and mutual funds and rebalancing portfolios on a scheduled basis. Advisors develop individualized investment plans with clients, retain discretionary trading authority to implement those plans, and coordinate with outside professionals as part of an integrated planning process. What is distinctive about the firm is that it operates its advisory business primarily as a wrap fee program sponsor and states that all advisory clients are managed in that wrap program, an arrangement that is uncommon among similar supported firms. The brochure also discloses several atypical features: use of Wealth.com to provide integrated estate‑planning tools for certain clients, reliance on DPL Financial Partners for annuity oversight (with Park Square receiving a consulting payment), and a recent conditional forgivable loan from a third‑party service provider that creates a potential incentive to maintain particular platform or custodial relationships.

To learn more about the advisors currently working at Park Square Financial Group 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.