Carmel, IN Office
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Parkwoods Wealth Partners, LLC
Team
Firm-wide stats for Parkwoods Wealth Partners, LLC
About
Parkwoods Wealth Partners works with individuals (including high‑net‑worth clients), qualified retirement plans, not‑for‑profit organizations, foundations, and corporations to provide investment management, retirement plan consulting, and financial planning, as well as employee financial‑wellness services. The firm delivers both discretionary and non‑discretionary portfolio management, may engage sub‑advisors, and offers project‑based or ongoing financial planning engagements.
The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory and efficient‑market principles, favoring diversified allocations implemented principally with mutual funds, ETFs (including Dimensional funds), and conservative fixed‑income ladders; client objectives and constraints are documented in Investment Policy Statements and asset allocation may be evaluated using Monte Carlo simulation. Portfolios are monitored and rebalanced as appropriate, and plan engagements can include ERISA 3(38) discretionary services or participant education and advice under ERISA 3(21).
Compared with many team firms, Parkwoods is affiliated with an accounting firm (Shore & Company, P.C.), operates an educational media offering (3MinuteMoney), and offers a packaged employee financial‑wellness program for employers, which together extend its advisory and education capabilities beyond typical portfolio management. The firm also provides a shared‑services platform to other RIAs and discloses the use of third‑party marketing and introduction arrangements—features and a multi‑office operational footprint that are less common among peers.
Based on Parkwoods Wealth Partners, LLC
Expertise
Based on Parkwoods Wealth Partners, LLC
Location
11495 North Pennsylvania Street, Suite 130
Carmel IN 46032
Advisors at this office
3
Advisors at this office
Edward L
Series 65
Carmel, IN
Parkwoods Wealth Partners, LLC
Edward Lux is a financial advisor at Parkwoods Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Shoreline Asset Management, LLC, Engineered Facades, and Sullivan Commercial Supply, LLC. Outside of his advisory role, he is a member of an LLC that owns a retail store, from which he receives rental income through a triple net lease arrangement. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.
Mark L
ChFC®, Series 63, Series 65
Carmel, IN
Parkwoods Wealth Partners, LLC
Mark Lux is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, IN, holding a ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. He previously worked for Shoreline Asset Management, LLC for 10 years and has operated Mark E Lux Insurance Inc. since 1988. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income ladders.
Joshua B
Series 65
Carmel, IN
Parkwoods Wealth Partners, LLC
Joshua Brumbaugh is a financial advisor with Parkwoods Wealth Partners, LLC in Carmel, Indiana. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is an accountant for a technology company focused on graphene development and co-owns a business services firm. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment approach emphasizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
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