# Parkmount Financial Partners

Parkmount Financial Partners is a RIA based in Scituate, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Scituate, United States
- **Assets under management:** Undisclosed
- **Website:** https://parkmountfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/parkmount-financial-partner

## Regulatory record

- **CRD number:** 323902
- **SEC file number:** 801-127185
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323902

## About

Parkmount Financial Partners is a fee-only financial advisor firm located in Boston's South Shore and serving clients nationwide. It operates as an independent registered investment advisor offering fiduciary financial planning. The firm provides retirement income planning, investment guidance, tax efficiency services, and insurance and risk management, with a focus on mid-career professionals and pre-retirees.

## People

- Joseph Boughan — CFP
- Joe Boughan — CFP®, founder

## Questions

### Who runs investment decisions at Parkmount Financial Partners?

No principals or investment professionals have been publicly identified for Parkmount Financial Partners LLC. The firm's leadership structure is not disclosed in available public records.

### What investment strategy does Parkmount Financial Partners pursue?

The firm has not publicly disclosed any investment strategy, sector focus, or asset-class mix. No direct investments, fund commitments, or co-investments have been attributed to Parkmount Financial Partners in public sources.

### Does Parkmount Financial Partners have a website or LinkedIn presence?

As of the latest available data, no official website or LinkedIn profile has been captured for Parkmount Financial Partners. The firm does not appear in common business directories or professional networks.

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Last updated: 2026-08-11T15:07:41.444Z

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