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Investing For Tomorrow, Together.

What we do is about more than investing, it's about helping you build your future on your terms.

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Striving for Your Future

Welcome to Park Avenue Financial Advisors, where we take immense pride in building deep and meaningful relationships with our clients. As a boutique wealth management and financial consulting firm, our goal is to provide exceptional service and individual attention that distinguishes us from larger institutions. Our commitment extends far beyond traditional financial advice as we offer personalized solutions that cater to your unique needs and objectives.

How We Help

How We Help

Our wide range of services can be tailored to your specific needs and goals. We aim to protect and grow your existing assets while helping you prepare for a confident and independent financial future.

Working Together
Meet Randy

Meet Randy

With over four decades of experience in the financial industry, I have developed a genuine enthusiasm for helping individuals and businesses navigate the complexities of the financial planning process. I am honored to serve our clients in pursuing their financial goals.

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Wealth Management

Wealth Management

Our asset management strategy helps eliminate the need to focus on day-to-day market fluctuations and concentrates instead on the overall investment portfolio relative to your unique goals.  

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Meet Alix

Meet Alix

I am deeply committed to delivering top-notch financial services and supporting you in achieving your financial goals. After over five years at Morgan Stanley, I have come to Park Avenue Financial Advisors to provide close, dedicated financial planning to our beloved clients and ensuring that your investment strategies align with your financial objectives. 

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Create Your Vision

Create Your Vision

Our consulting services focus on life’s expected and unexpected events. Whether you are expecting your first child, a business owner, recently lost a loved one, or approaching retirement – we have a vast amount of experience in helping you plan and implement strategies suitable for your needs and goals.

Our Consultations
Our Philosophy

Our Philosophy

 At Park Avenue Financial Advisors, we recognize the individuality and unique needs of each client while adhering to our core values. Our success in serving our beloved clients is built upon a profound understanding of our fundamental principles in the ever-changing financial world.

About Us

Our Primary Purpose

At our core, we prioritize your well-being and the well-being of your loved ones. We strive to gain a deeper understanding of your unique circumstances, identify your aspirations and objectives, and assess your risk tolerance. Our mission is to help you prepare for a confident and independent financial future, enabling you to make well-informed decisions and prepare for life's expected and unexpected transitions. 

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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