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, LLC is a registered investment adviser that manages about $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit‑sharing plans, charitable entities and other institutional clients. The firm offers portfolio management, comprehensive financial planning, 401(k) plan advisory services (through a sub‑advisory arrangement with Institutional Fiduciary Solutions), and ad hoc financial consulting. Parkway describes a holistic, personalized investment approach that constructs diversified portfolios across equities, fixed income, mutual funds, ETFs, annuity sub‑accounts and alternative investments, with strategies that range from conservative to aggressive. The firm uses both in‑house asset allocation models and third‑party managers or model recommendations, and typically manages client accounts on a discretionary basis; it also offers a wrap program (The Parkway Management Program) through Raymond James that combines custody, trading and advisory services. Several operational and compensation features distinguish Parkway from many peers: some of its financial advisors are also registered representatives of an unaffiliated broker‑dealer and may recommend brokerage products, and the firm’s advisers may act as licensed insurance agents and receive commissions for insurance sales. Parkway also sponsors a wrap program at Raymond James and discloses receipt of research, marketing and event sponsorship dollars from investment providers and participation in third‑party lead‑generation programs, all of which are noted as potential conflicts and are disclosed in the brochure.
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.
You can also browse Parkway Wealth Management Group, LLC's office locations.
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