# Parkwoods Wealth Partners

Parkwoods Wealth Partners is a Bank / Wealth / Trust based in Clayton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clayton, United States
- **Region:** North America
- **Address:** St. Louis, MO, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** parkwoods.com
- **LinkedIn:** https://www.linkedin.com/company/parkwoods-wealth-partners

## Regulatory record

- **CRD number:** 331565
- **SEC file number:** 801-130478
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331565

## About

Parkwoods Wealth Partners operates as a US registered investment advisor with a hub-and-spoke model: a St. Louis headquarters houses the central portfolio, compliance, and M&A functions, while nine advisor offices extend from Central New York's Syracuse to Southern California's Los Angeles. The firm's integration strategy was established with its first partner, FMF&E Wealth Management in Syracuse, setting a template for future affiliations. Led by CEO Al Sears and COO Ed Edwin, the firm's leadership blends career wealth advisors with dedicated operator roles — a deliberate architecture for a platform that acquires advisory practices while preserving their local brand and client relationships. The firm's investment posture follows an evidence-based philosophy anchored in decades of academic research. CIO Bob French explicitly rejects active speculation, structuring portfolios to capture broad market returns through long-term diversification and regular rebalancing. Service delivery spans retirement-income modeling, estate planning, and investment management — the classic wealth-management trilogy — delivered through local advisors who retain CFP and CPA designations within their markets. Parkwoods discloses 27 named professionals across ten US offices, with cluster density in Indiana — New Castle, Carmel — and standalone outposts in Austin, Nashville, and Houston. The organizational chart reveals a dedicated M&A function under CFO Kevin Reilly, positioning the platform to continue absorbing independent RIAs and tax practices. The operations office in Ft. Lauderdale, led by Head of Portfolio Management Dustin Meyer, centralizes trading and portfolio construction away from client-facing advisors. Structurally, Parkwoods is purpose-built for advisor succession transactions — it acquires books of business, offloads operational and compliance burdens, and keeps the selling advisor's client-facing independence intact. This is a different economic model than a single-family office or a pure asset-gatherer. The firm's contact page frames the value proposition explicitly: keep your independence, offload operational headaches, accelerate growth with enterprise resources, and secure the future of your business.

## Sectors

- Wealth Management
- Retirement Planning
- Estate Planning
- Mergers & Acquisitions

## Offices

- Syracuse, NY
- New Castle, IN
- Carmel, IN
- Austin, TX
- Lake Oswego, OR
- Nashville, TN
- Los Angeles, CA
- Houston, TX
- Ft. Lauderdale, FL

## People

- Al Sears — Founder & Chief Executive Officer
- Ed Edwin — Founder & Chief Operating Officer
- Bob French — Chief Investment Officer & Head of Marketing
- Chris Gardner — Founder & Wealth Advisor
- Kevin Reilly — Chief Financial Officer & Head of Mergers & Acquisitions

## Questions

### Who runs investment decisions at Parkwoods Wealth Partners?

Bob French, CFA, serves as Chief Investment Officer and Head of Marketing. His published investment philosophy rejects active speculation in favor of capturing broad market returns through diversified, long-term portfolios. The firm's portfolio management and trading operations are centralized under Dustin Meyer in the Ft. Lauderdale operations office, separating investment execution from client-facing advisors.

### How does Parkwoods Wealth Partners source its client relationships?

Parkwoods grows primarily through acquiring established independent advisory practices and integrating them as partner offices. The firm's M&A function is led by CFO Kevin Reilly, and its contact page explicitly markets to advisors looking to offload operations while keeping their independence. This creates a distributed client-acquisition model where each local office brings its own book of business.

### Is Parkwoods structured as an aggregator or an integrated RIA?

Parkwoods describes itself as purpose-built to allow advisors to keep their independence while accessing enterprise-level resources. It is not a typical financial buyer that strips acquired practices of their brand. Instead, it maintains local offices under shared compliance, portfolio management, and operational infrastructure — a model closer to an integrated multi-office RIA platform than a pure aggregator.

### Which investment products or asset classes does Parkwoods emphasize?

The firm's portfolio management language emphasizes broad market exposure, diversification, and risk management over concentrated bets or alternative assets. Public materials make no reference to private equity, venture capital, direct deals, or hedge fund allocations. The stated approach is anchored in traditional liquid securities and a belief in avoiding attempts to beat the market.

### Does Parkwoods manage institutional capital or only private wealth?

All public-facing materials address individuals and families focused on retirement planning, estate strategies, and investment optimization. No institutional mandates, endowment relationships, or pension fund services are disclosed. The advisor roster's concentration in CFP and CPA designations reinforces a private-wealth, mass-affluent and high-net-worth client base.

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- [Parkway Investment Management](https://altss.com/profile/parkway-investment-management)
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Last updated: 2026-08-11T02:43:31.692Z

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