Clayton, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Parkwoods Wealth Partners, LLC
Team
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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
222 South Central Avenue, Suite 550
Clayton MO 63105
Advisors at this office
5
Advisors at this office
April M
Series 65
Clayton, MO
Parkwoods Wealth Partners, LLC
April Mueller is a financial advisor at Parkwoods Wealth Partners, LLC in Clayton, MO, holding a Series 65 designation with five years of industry experience. She previously worked at FMF&E Wealth Management, LLC for over a decade in various roles. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not‑for‑profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and conservative fixed-income ladders.
Jeffrey C
Series 63, Series 65
Clayton, MO
Parkwoods Wealth Partners, LLC
Jeffrey Campbell is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FMF&E Wealth Management, LLC and Pyramid Management Group. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm emphasizes 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.
James C
CFP®, Series 65
Clayton, MO
Parkwoods Wealth Partners, LLC
James Corbeau is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously spent 13 years at Springwater Wealth Management, LLC. He is also president of Raven Wealth Management, Inc., where he provides financial planning and investment advice to individuals, families, small businesses, and trusts. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with 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, offering diversified portfolios primarily through mutual funds, ETFs, and fixed-income ladders.
Christopher G
CFP®, Series 63, Series 65
Clayton, MO
Parkwoods Wealth Partners, LLC
Christopher Gardner is a CFP® professional with 15 years of industry experience. He joined Parkwoods Wealth Partners, LLC in 2024 after a 23-year tenure at Fmf&E Wealth Management, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations in mutual funds, ETFs, and fixed-income ladders.
Justin C
Series 63, Series 65
Clayton, MO
Parkwoods Wealth Partners, LLC
Justin Cox is a financial advisor with Parkwoods Wealth Partners, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Wells Fargo Clearing Services, and Edward Jones, among others. Prior to entering financial services, he served three years in the United States Army. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations, offering 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, with diversified asset allocations and tailored client strategies.
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