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.

Parkmount Financial Partners LLC is a small, independent registered investment adviser that serves individuals and high‑net‑worth clients, trusts, corporations and employer retirement plans. Its services include discretionary asset management, comprehensive portfolio management, standalone and ongoing financial planning, and retirement plan consulting for plan sponsors and participants. The firm’s investment process combines fundamental, quantitative and technical analysis across traditional and alternative asset classes, and portfolios are continuously monitored and rebalanced with the option to use third‑party money managers for implementation. It emphasizes client communication and tailored planning, offers an ongoing subscription planning option, and provides participant education and investment policy support for retirement plans. Noteworthy for a firm of this size, Parkmount actively provides retirement plan consulting and accepts pension and profit‑sharing plan clients, and it acknowledges ERISA fiduciary responsibilities in plan engagements — services that a minority of independent advisers offer. The firm discloses a resolved 2023 registration matter with the state regulator, states that it does not sell commissionable securities in advisory accounts, and its management holds professional credentials supporting retirement and financial planning.

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
Joe Boughan IV	Scituate, MA	9

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