Whom We Serve
We work with everyday people (and businesses) who are looking to improve their financial lives (or that of their employees) or those who want to have professional management of their investment portfolios.
How We Serve
Understanding your current situation and your goals, we utilize a comprehensive approach to financial planning and investment planning.
Problems Solved
In the financial world, there is a lot of white noise that can distract you from your goals. Sometimes, deciding how to reach your goals and even your investments can be downright confusing. We are committed to an approach that pulls the curtain back so that the path to accomplishing your goals is easily understandable and your investments are no longer confusing.
How We Work
It is important that you have the information needed to make informed and effective decisions that allow you to feel relieved, confident, self-assured and empowered – and to feel good about your wealth. Whether you are concerned about your investments or your financial goals, we take the time to understand your unique situation. Once we have evaluated your needs, we carefully tailor an investment strategy or financial plan that meets your needs. We do not use a cookie-cutter approach when constructing your investment plan or financial plan. It is designed by us, for you.
Why We Do What We Do
With over 20 years of experience in the financial services industry, we have seen firsthand an approach that put large financial firms’ interest ahead of the clients. Watching and learning from those experiences, we knew that it was important to build a firm that was based on integrity and trust. To help accomplish that, we decided that independence was a virtue that we were not willing to compromise.
Why Us?
Many financial services or brokerage firms rely on commissions or report to corporate overseers, which can limit the range of investment options and ideas. Park Lake Advisors is independent and, thus, there are no commissions or sales quotas to compromise performing in your best interest. We are accountable to only our clients and, as such, work in a fiduciary capacity (in your best interest) whenever feasible and, when it’s not, we fully disclose it to you. We say what we do, and do what we say.