A complete list of active advisors currently associated with Parkmount Financial Partners LLC
Warmer can help you find a great advisor at Parkmount Financial Partners LLC or one who fits your needs even better.
The firm provides investment advisory and financial planning services to individuals, trusts, estates, corporations and employer-sponsored retirement plans, offering asset management, comprehensive portfolio management, standalone and ongoing financial planning, and retirement plan consulting. It reports managing approximately $40.3 million in discretionary assets for about 50 clients and may engage third‑party money managers to implement client portfolios. Portfolios are tailored to client objectives and may include individual stocks and bonds, ETFs, mutual funds, alternative investments, structured notes and cryptocurrency-linked ETFs; accounts are continuously monitored and rebalanced as appropriate. The firm uses a mix of analytical approaches — including fundamental, technical, quantitative and sector analysis, along with duration management — and performs due diligence and ongoing reviews of third‑party managers and plan investments. What is distinctive is that, despite being a solo independent adviser, the firm provides retirement plan consulting and accepts pension/plan sponsor engagements and ERISA fiduciary responsibilities, a practice less common among similarly sized independents. The brochure also discloses a resolved 2023 state registration matter that the firm addressed with the regulator and for which it retained new counsel, and it highlights use of alternative and structured products (and crypto-linked ETFs) that may be atypical for a firm of this scale.
To learn more about the advisors currently working at Parkmount Financial Partners 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 |
|---|---|---|
Scituate, MA
| 8
|
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