Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck
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
Plan Your Legacy Like No One Else
What Can We Assist You With?
Financial Planning
A strong financial plan is the foundation for your future goals. At Park Lake Advisors, we offer customized financial planning that adapts to your evolving needs—no matter if you’re focused on one milestone or your entire financial picture. We’ll help you develop a flexible strategy that grows with you and supports every stage of your life.
Investment Management
Effective investment management means more than just tracking returns. Our team creates easy-to-understand, efficient portfolios designed to keep your goals, risk tolerance and cash flow needs in focus. With transparent pricing and clear communication, we help you invest with confidence and clarity.
Financial Education
Enhance your financial literacy with our Five-Minute Finance educational videos and The Park Lake Perspective Blog. Whether you’re seeking answers to common questions or want to deepen your understanding of financial topics, our engaging content is here to guide you. At Park Lake Advisors, we make learning about finances simple and accessible.
Investment Advisors & Financial Planners
At Park Lake Advisors, we deliver personalized financial planning and investment management designed to help you achieve your individual and family goals. Whether you need comprehensive financial advice, investment portfolio guidance, or tailored strategies for major life events like retirement or education planning, our advisors partner with you to develop solutions that evolve with your changing needs.
We take the time to understand your unique financial situation, provide clear and objective recommendations, and support you in making confident decisions about your money. Our client-first approach means your goals and peace of mind are always our top priority.
Meet with us in-person at our convenient Okemos and Lansing, Michigan locations, or connect virtually from anywhere in the country. Our advisors are licensed to serve clients in California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Tennessee, Texas and Virginia. Wherever you are, we’re committed to helping you plan, invest and build a secure financial future.
From Our Blog
- FREE DINNER!!!
Free Dinner Seminar & Complimentary Dinner PresentationSecrets Revealed It appears that it’s that time of the quarter again. If you haven’t received it in the mail yet, there’s a good chance you will soon. It’s an almost too-good-to-be-true offer: FREE GOURMET DINNER! You read that right – free dinner. Not… - Market Chaos and Your Portfolio
Market Chaos and Your Portfolio Holy Volatility! It has definitely been a rocky week since our last blog post. Since that time, we’ve seen: Friday – 02/02/2018 – DJIA Plunged 666 points (2.5%) Monday – 02/05/2018 – DJIA Plunges 1597 points before “recovering” to close down 1175 points (4.6%) Tuesday – 02/06/2018… - La Mort Et Les Impots
La Mort Et Les Impots Benjamin Franklin once wrote: “Notre constitution nouvelle est actuellement établie, tout paraît nous prome promettre qu’elle sera durable; mais, dans ce monde, il n’y a rien d’assure que la mort et les impôts.” I never knew he didn’t actually say it. He wrote it to French… - Madness in March
It’s that time of year again – MARCH MADNESS! Those who know me well, know that I absolutely love this time of year. The culmination of the basketball season is, for those good enough, an invitation to participate in perhaps the ultimate tournament showcase. It only happens once a…
Let’s Connect!
Phone: (517) 887-9905
Email: info@parklakeadvisors.com
Lansing West Side Office
7201 W. Saginaw Highway, Suite 202A
Lansing, Michigan 48917
Downtown Okemos Office
2109 Hamilton Road, Suite 130A
Okemos, Michigan 48864
Business Hours
By Appointment