Roswell, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Park Square Financial Group LLC
Team
Firm-wide stats for Park Square Financial Group LLC
About
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.
Based on Park Square Financial Group LLC
Expertise
Based on Park Square Financial Group LLC
Location
55 Park Square, Ste 103
Roswell GA 30075
Advisors at this office
3
Advisors at this office
Kaila B
Series 65
Roswell, GA
Park Square Financial Group LLC
Kaila Brooks is a financial advisor at Park Square Financial Group LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Csenge Advisory Group, LLC and Lion Street Financial, along with work experience at Ansley Golf Club and Georgia Southern University. Park Square Financial Group serves individual and high-net-worth clients, as well as trusts and estates, offering discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach that integrates fundamental, quantitative, and technical analysis, primarily using equities, ETFs, and mutual funds within a wrap fee program structure.
Donald R
CFP®, Series 66
Roswell, GA
Park Square Financial Group LLC
Donald Ruffin is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Park Square Financial Group LLC and has held roles at Csenge Advisory Group, Lion Street Financial, and FSC Securities. Outside of his advisory work, he manages Midtown 86 Properties, LLC, overseeing property maintenance and tenant relations. Park Square Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach with equities, ETFs, and mutual funds, uses third-party model managers, and operates a wrap fee program that integrates advisory, execution, custody, and reporting services.
Gary B
CFP®, Series 63, Series 65
Roswell, GA
Park Square Financial Group LLC
Gary Burger is a CFP® with 20 years of industry experience, currently serving at Park Square Financial Group LLC in Roswell, GA. His prior experience includes roles at Csenge Advisory Group, Gary Burger Investments LLC, and American Wealth Management, Inc. Gary is also a licensed insurance agent. Park Square Financial Group serves individual and high-net-worth clients, trusts, and estates by providing discretionary portfolio management, investment supervision, and financial planning. The firm employs an active, asset-allocation-driven approach combining fundamental, quantitative, and technical analysis, and primarily operates its advisory business as a wrap fee program sponsor.
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