Financial Guidance
Built Around You.
At Park Lake Advisors, we combine financial planning, investment management and retirement guidance with a personal approach focused on what matters most—your life and your goals.
A Different Kind of Financial Relationship
Financial planning isn’t simply about investments, projections or account balances. It’s about understanding what matters to you and helping you make thoughtful decisions along the way.
At Park Lake Advisors, we combine financial planning, investment management and retirement guidance with a highly personal approach. We take the time to understand your priorities, explain your options clearly and build strategies around your individual circumstances.
The objective isn’t simply to manage your finances. It’s to become a trusted resource you can turn to as your life, goals and financial needs evolve.
What You Can Expect From Park Lake Advisors
Personal Guidance
Your financial strategy should reflect your priorities, circumstances and goals—not someone else’s.
Clear Communication
Financial decisions can be complicated. We work to make the choices in front of you easier to understand.
Thoughtful Planning
Investment decisions are considered within the broader context of retirement, financial planning and the life you’re building.
An Ongoing Relationship
Your financial life and investment needs evolve over time. We’re here to help you review, adjust and make informed decisions along the way.
Independent Thinking.
Extensive Resources.
Personal financial guidance doesn’t mean working in isolation.
Park Lake Advisors draws on technology, independent research and relationships with financial professionals and strategic partners to help address the varied needs of our clients.
This allows us to maintain the personal service of a local advisory firm while accessing resources designed to support thoughtful financial planning and investment management.
Advice Starts With Understanding
Listen
We begin by understanding where you are, what’s important to you and what you’re trying to accomplish.
Plan
We evaluate your financial picture and develop an approach designed around your priorities and circumstances.
Implement
We put the appropriate strategies in place with clear communication about what we’re doing and why.
Adapt
We review progress and make adjustments as your life, financial circumstances and investment needs evolve.
Rooted in Mid-Michigan.
Park Lake Advisors is proud to call Mid-Michigan home. With financial advisory offices in Lansing and Okemos, we’re available for face-to-face conversations while also making it easy to connect wherever life takes you.
Lansing Office
7201 W. Saginaw Highway, Suite 202ALansing, Michigan
Okemos Office
2109 Hamilton Road, Suite 130AOkemos, Michigan 48864
In Person
Meet with us at either Mid-Michigan office.
Online
Meet conveniently by video from wherever you are.
By Phone
Sometimes a conversation is all you need.
Better Decisions Start With Better Understanding.
We believe good financial advice should help you understand your finances, not simply tell you what to do.
That’s why we share straightforward financial education through The Park Lake Perspective and our Five-Minute Finance video series.
Let’s Talk About What Matters to You.
Whether you’re planning for retirement, managing your investments or simply looking for greater clarity about your financial future, a conversation is a good place to start.