A complete list of active advisors currently associated with Parkwoods Wealth Partners, LLC

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

Parkwoods Wealth Partners advises individuals (including high‑net‑worth clients), qualified retirement plans, not‑for‑profit organizations, foundations, and corporations, providing investment management, retirement‑plan consulting, and both ongoing and project‑based financial planning. The firm manages accounts on discretionary and non‑discretionary bases, may engage sub‑advisors, and offers separate fixed‑income laddered portfolios and written Investment Policy Statements for clients. PWP’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation, emphasizing diversified allocations implemented primarily with no‑load mutual funds, ETFs, and DFA funds; the firm uses asset‑allocation software and Monte Carlo simulations to design and monitor portfolios. It provides ERISA 3(38) discretionary services to some retirement plans and non‑discretionary ERISA 3(21) advice to others, and conducts periodic reviews and rebalancing consistent with client objectives. Distinctive features disclosed in the brochure include an affiliation with the accounting firm Shore & Company, P.C., and a shared‑services platform through which PWP provides operational, billing, trading, and reporting support to other RIAs and shares a portion of advisory fees for those services. The firm also operates across multiple offices and makes use of institutional custodial and research relationships (e.g., Schwab and DFA) to support its administrative and investment processes.

To learn more about the advisors currently working at Parkwoods Wealth 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.