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Planning with purpose.

Investing for life.

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At Logan Park Wealth Management, our investment management and financial planning services focus on you.

Working Together



We are committed to candid, clear communication in our relationships. That applies to how we are compensated, our processes and how we review all your options to assist you in arriving at decisions that are in your best interest.


We are dedicated to our craft and relentless in learning new information to help you achieve your goals. Our team has pursued a wide range of credentials and advanced training to ensure we have a multifaceted tool box on which to draw as we work with our clients.


We strive to do the right thing in every situation. That means being forthright, trustworthy and treating others like we would want to be treated.