About

Founded by Lisa Krall, CFP®, Park Avenue Wealth Management is one of the few independent, woman-owned, investment management firms in the region. Our goal is to provide our clients with personalized financial expertise. We want to learn more about your personal situation, identify your dreams and goals, and work within your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our firm.

Financial wellness is the premier foundation for retirement, but not your only goal. We understand that most people are often looking to prepare for many other moments and milestones as well. Park Avenue Wealth Management will work with you to create a comprehensive financial plan for every step of your life. We offer personalized service because we believe that financial health should be approachable and easy. Our list of services ranges from estate, retirement and college planning, IRAs, 401Ks, stocks, and bonds, as well as many others.

We pride ourselves in taking the utmost care in balancing investment strategies, time horizons, and goals in order to formulate appropriate plans for each of your situations. We understand that the economy is always fluctuating and life is different for everyone. So, we deliver financial services tailored to you. Please feel free to contact us to discuss your financial planning needs. We would be happy to hear from you!

Financial Advisor