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

Working Together

Values

Transparency

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.

Professionalism

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.

Integrity

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.

A client driven, holistic process to helping clients make complex financial and life decisions.

We strive to help clients grow and protect their wealth while navigating multifaceted financial issues that they may not have the time or proclivity to address themselves. We utilize a consistent, disciplined financial planning process comprised of the best possible advice from a team of experts. Our goal is to ensure we have a coherent, well-defined strategy in place that maintains the integrity of our clients’ financial plans regardless of changing circumstances.

Our Investment Philosophy

We offer fee-only investment advice that is focused on keeping investment costs low, providing a high degree of diversification and maintaining a disciplined long-term focus. Our models are grounded in Modern Portfolio Theory, decades of academic research and well documented long-term factor-based trends. We believe that a broadly diversified investment portfolio that is fashioned around each client’s unique risk tolerance and financial goals is critical to financial success and is the most likely to be successful over time.

A study conducted by an independent research firm found that the average return of the S&P 500 over the last 20 years was 9.9% per year, yet the average equity investor earned only 5.2%.* Why? Most individual investors frequently change allocations, investment holdings, and let emotions rule their portfolio. The purpose of our approach is to take the emotion out of investing in order to capture market returns while minimizing volatility.

*Source: DALBAR Quantitative Analysis of Investor Behavior 2015.

Striving to help clients reach their goals and live out their values

Our team coalesced around our shared commitment to financial planning. We saw the real impact it had on client’s lives and knew planning had to be the heart of how we worked with clients.

Apart from our dedication to putting planning at the center of our relationships with clients, we are strongly committed to helping people and building relationships. Ultimately, we value the personal connection we have with clients and our overarching goal is to help them live out their values.

Logan Park has a dedicated team of highly credentialed professionals with decades of experience in investment management, financial planning, trust management, estate planning and tax planning. 

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