A complete list of active advisors currently associated with Parkview Capital Management

Warmer can help you find a great advisor at Parkview Capital Management or one who fits your needs even better.

The firm primarily serves individual clients and offers discretionary investment advisory services alongside general financial planning and consulting. It reports managing client portfolios with a stated account minimum and bills separately for planning time. Investment decisions are grounded in fundamental equity analysis—earnings, price/earnings, dividend metrics and balance-sheet strength—supplemented by third‑party research accessed through its custodian platform. The firm emphasizes option-based overlays, using long‑dated LEAPS and routine covered‑call writing, and, for higher‑risk accounts, selling uncovered puts as part of portfolio management. What is distinctive about the practice is the explicit and frequent use of options and other derivatives within separately managed accounts, an approach that is uncommon among peers. The firm documents these strategies with Excel models and specific examples before onboarding clients, and the adviser commonly trades the same securities for personal accounts at the same time as client trades.

To learn more about the advisors currently working at Parkview Capital Management, 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.