
	Home \| Financial Planning \| Request Appointment \| About Us About Us Our firm was established in 1995 to serve the clients of our affiliated Certified Public Accounting firm, Parks & Company. Additional information about Parks & Company can be found at www.parksandco.com. Our firm noticed that a gap exists between our clients financial and investment needs. Our clients are being ill advised by the regional and national brokerage firms that sell on a commission basis. Most clients do not understand the fee structure of these firms and the fact that their main goal is selling products to generate commissions. Selling on commission means that the large brokerage houses are interested in generating fees and not interested in the needs of the individual investor. Being a fee-only financial planning firm, we do not receive any commissions from mutual fund companies that we recommend. Our unencumbered advice includes no-load funds from Vanguard, Fidelity, Janus, Firsthand and many others. Our firm is licensed to serve only clients in Pennsylvania at the present time and we are not a licensed broker dealer. We do not buy or sell individual stocks for our clients, but we do make recommendations concerning their overall use in your portfolio. Many of our clients maintain on-line brokerage accounts with various finns to facilitate stocks and mutual fund trading.
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Home | Financial Planning | Request Appointment | About Us

About Us

Our firm was established in 1995 to serve the clients of our affiliated Certified Public Accounting firm, Parks & Company. Additional information about Parks & Company can be found at www.parksandco.com.

Our firm noticed that a gap exists between our clients financial and investment needs. Our clients are being ill advised by the regional and national brokerage firms that sell on a commission basis. Most clients do not understand the fee structure of these firms and the fact that their main goal is selling products to generate commissions. Selling on commission means that the large brokerage houses are interested in generating fees and not interested in the needs of the individual investor.

Being a fee-only financial planning firm, we do not receive any commissions from mutual fund companies that we recommend. Our unencumbered advice includes no-load funds from Vanguard, Fidelity, Janus, Firsthand and many others.

Our firm is licensed to serve only clients in Pennsylvania at the present time and we are not a licensed broker dealer. We do not buy or sell individual stocks for our clients, but we do make recommendations concerning their overall use in your portfolio. Many of our clients maintain on-line brokerage accounts with various finns to facilitate stocks and mutual fund trading.