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.
