Partnering with Parkwoods

Are you spending your time on the things that you love to do? Or are you weighed down by “the business” of being an advisor.


At Parkwoods, we know that as firms grow, so do the complexities. That's why we've created a new model that minimizes the burdens of running your practice, secures your legacy, and frees you and your team to focus on what truly matters - your clients.

Three women are standing around a table looking at a laptop computer.

Grow with Us

our vision and purpose

We are building the premier destination for evidence-based RIAs who share our commitment to elevating both the financial well-being and overall quality of life for clients. Our approach combines the power of Dimensional Fund Advisors' investment solutions with an emphasis on operational elegance and simplicity, freeing our partners to grow and secure their practices while maintaining their entrepreneurial spirit.

Why Parkwoods?

 

  • Preserve Your Legacy: We honor and build upon the success you've worked hard to achieve.
  • Philosophical Alignment: Join a team who shares your belief in systematic investing and the use of Dimensional Fund Advisors' solutions.
  • Focus on What Matters: We provide expert operational support, freeing you to concentrate on higher-impact activities.
  • Growth with Support: Maintain your entrepreneurial spirit while accessing enterprise-grade resources.
  • Retain Control: Keep decision-making power over your practice and client relationships.
  • Secure Your Future: Unlock the ability to de-risk personally and at higher valuation multiples typically available to smaller firms.
  • Experienced Leadership: Leverage our experienced, full-time management team to collaboratively drive strategic growth.


A man and a woman are shaking hands in front of a laptop.

What keeps you up at night?

joining Parkwoods

We’ve been in your seat and understand the challenges that come with building a successful practice:

  • Ensuring a smooth succession plan for you, your team, and your clients.
  • Providing enriched career and financial opportunities for your key team members.
  • Optimizing operational costs without compromising quality.
  • Finding partners that align with your values and investment philosophy.
  • Driving continued growth in an increasingly competitive environment.
  • Remaining an owner of your business - not simply an employee.


You shouldn’t have to sacrifice what matters to gain what you need. Our approach is designed to address these challenges head on, allowing you to focus on what you love most about being an advisor.

Are you ready to take the next step?