Putting Your Best Interests First – Always

At Park Lake Advisors, we proudly uphold a fiduciary standard in everything we do. This means we’re legally and ethically bound to act solely in your best interest – without exception. As holders of both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations, we don’t just talk about fiduciary responsibility, we live it.

What It Means to Work with a Fiduciary Advisor

A fiduciary advisor is required to:

Put your interest ahead of their own
Disclose and manage conflicts of interest
Use a prudent, documented process when offering advice or managing assets
Provide full transparency in fees and compensation

Not all financial professionals are fiduciaries at all times. At Park Lake Advisors, we are fiduciaries – in every scenario and with every client.

Two people in business attire shake hands over a desk with financial charts, a clipboard, and a pen, illustrating the investment process and the finalization of professional advice or a business deal.

What sets us apart

Together, these designations represent our deep commitment to objective, client-first guidance.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

The CFP® mark reflects a broader commitment to holistic financial planning, held to fiduciary standards when providing investment advice:
  • Comprehensive Financial Knowledge
  • Extensive Real-World Experience
  • Ethical and Professional Responsibility

Accredited Investment Fiduciary® (AIF®)

The AIF® designation demonstrates expertise in applying fiduciary best practices:
  • Training: Formal education in the Prudent Practices® for fiduciary responsibility
  • Verification: Certification through rigorous examination
  • Accountability: Adherence to a Code of Ethics and ongoing continuing education

Our Fiduciary Services Include

We work with individuals, families and plan sponsors to provide services aligned with fiduciary excellence:

  • Creation and maintenance of personalized investment policy statements or strategic plans
  • Asset allocation analysis and investment menu construction
  • Ongoing monitoring and performance reporting
  • Conflict-of-interest disclosure and transparent compensation
  • Support for retirement plan sponsors in meeting fiduciary obligations
Two people in business attire shake hands over a desk with financial charts, a clipboard, and a pen, illustrating the investment process and the finalization of professional advice or a business deal.
Questions You Should Ask Your Advisor

Choosing the right advisor starts with the right questions. We encourage you to ask:

What fiduciary training or designations do you hold?
Will you always act as a fiduciary on my behalf?
Can you walk me through your experience working as a fiduciary?
How do you manage and disclose potential conflicts of interest?
What do I pay and how is your firm compensated?

We welcome these questions, and more. Transparency and trust are the foundation of every client relationship we build.

Let’s Talk About Your Future

If you’re seeking a partner who leads with integrity and has the credentials to back it up, let’s connect.

📅 Schedule a Meeting