Dave Ramsey SmartVestor Pro for Okemos, Lansing, Holt, DeWitt, St. John's, Grand Ledge and the entire Capital Region of Michigan

Plan to Live Like No One Else

Plan to Build Like No One Else

Plan to Grow Like No One Else

Plan to Give Like No One Else

helping individuals and families plan to live like no one else

Plan Your Legacy Like No One Else

retired couple income planning in okemos and lansing michigan licensed in florida

What Can We Assist You With?

Financial Planning

Your financial plan is the key to a successful financial future. It should be a living document that grows with you. Whether your focus is on one goal or your entire financial picture, we work with you to create a plan that can adapt and adjust as your life and goals change.

Investment Management

While long-term performance is important, it may also be important to manage risk within the context of meeting your goals, objectives & future spending needs. We create portfolios that are easy to understand, efficient, with transparent pricing and liquid.

Financial Education

Our Education Portal is designed to bring both timely and timeless information for our clients and prospective clients alike. Whether you’re wanting to improve your financial knowledge or what to look for when hiring an advisor, we have you covered!
Investment Advisors & Financial Planners:
Meet Virtually or In-Person at Our Offices

Whether you are looking for someone to manage your investments or to put together a financial plan to help you achieve your goals, Park Lake Advisors is designed for you – our clients. We work hand and hand with our clients to design a plan that is specifically crafted to help them plan for their and their family’s future. We work closely with you to understand your needs, assess the market conditions and help you make an informed decision about your money. Whether it is helping you plan for a goal (such as retirement, a child’s or grandchild’s education or protecting your loved ones), managing your investments or making investment recommendations, we strive to provide personalized solutions that can give you a peace of mind.

While we have offices in downtown Okemos, Michigan as well as on Lansing, Michigan’s west side, we work with clients throughout the country virtually and our advisors are currently licensed in California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia.

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Let’s Connect!

Business Hours
Monday – Saturday: by appointment