New Castle, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
412 South Main Street
New Castle IN 47362
Advisors at this office
5
Advisors at this office
Vicki K
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Vicki Kelsey is a financial advisor at Parkwoods Wealth Partners, LLC with 18 years of industry experience. She holds a Series 65 credential and has worked at Shoreline Asset Management, LLC and Shore & Company, P.C. She also operates Kelsey Accounting & Tax, a tax and accounting consulting firm, and serves as Director of Estates & Trusts at Shore & Company, P.C. 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, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
Robert B
PFS™, Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Robert Bumbalough is a financial advisor at Parkwoods Wealth Partners, LLC with 24 years of industry experience. He holds the PFS™ and Series 65 designations and is co-owner of Shore & Company, P.C., an accounting practice unrelated to investments. He has been affiliated with Shore & Company since 2001 and joined Parkwoods Wealth Partners in 2025. 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’s investment approach emphasizes long-term, diversified portfolios based on Modern Portfolio Theory and efficient-market principles, and it offers additional services including employee financial-wellness programs and educational media.
Joshua S
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Joshua Schlagel is a financial advisor at Parkwoods Wealth Partners, LLC with a Series 65 credential. He has industry experience beginning in 2025 and previously worked at Shore & Company, P.C. and Whitinger & Company. 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 grounded in Modern Portfolio Theory, utilizing diversified allocations primarily in mutual funds, ETFs, and fixed-income ladders.
Dustin V
Series 65
New Castle, IN
Parkwoods Wealth Partners, LLC
Dustin Vincent is a financial advisor with Parkwoods Wealth Partners, LLC, holding a Series 65 designation and currently based in New Castle, Indiana. He has seven years of experience, including time at Brady Ware and a background with Focal Point Business Coaching and Greenville University. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, using diversified allocations in mutual funds, ETFs, and fixed-income ladders, and extends its capabilities through an affiliation with an accounting firm, an educational media offering, and a packaged employee financial-wellness program.
Marion S
PFS™
New Castle, IN
Parkwoods Wealth Partners, LLC
Marion Shore Jr. is a financial advisor at Parkwoods Wealth Partners, LLC with 23 years of industry experience. He holds the PFS™ designation and has worked previously at Shoreline Asset Management, LLC and co-owns Shore & Company, P.C., an accounting practice. Shore serves as a director of Citizens State Bank and is on the board of the Earlham College Foundation, in addition to chairing the Finance Committee of the Henry County Community Foundation. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, and financial planning services. 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.
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