A complete list of active advisors currently associated with Parkway Wealth Management Group, LLC

Warmer can help you find a great advisor at Parkway Wealth Management Group, LLC or one who fits your needs even better.

Parkway Wealth Management Group is a federally registered investment adviser managing roughly $1.22 billion in discretionary assets for individuals, families, business owners and institutional clients, including pension and profit‑sharing plans, trusts, estates and charitable entities. The firm offers portfolio management, comprehensive financial planning, financial consulting and 401(k) plan services, and operates a wrap‑fee offering called the Parkway Management Program. Parkway takes a holistic, goal‑based approach: Financial Advisors work with clients to set objectives and select from in‑house asset allocation models or third‑party model portfolios implemented across equities, fixed income, mutual funds, ETFs and alternative investments. Most client accounts are managed on a discretionary basis and regularly reviewed, and the firm may engage sub‑advisers or provide customized portfolio solutions when appropriate. Distinctive aspects of the firm include that some Parkway advisors may also act as registered representatives of an unaffiliated broker‑dealer (Cabot Lodge Securities, LLC) and that advisors may receive commissions for insurance product sales, reflecting insurance brokerage activity alongside advisory services. Parkway also provides 401(k) plan services through a relationship with Institutional Fiduciary Solutions and explicitly addresses municipal securities in its disclosures, indicating an institutional and public‑plan client focus that is less common among multi‑team peers.

To learn more about the advisors currently working at Parkway Wealth Management 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.