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Oakley Park Plaza
143 Hartman Road Suite 9
At Park Avenue Wealth Management, our clients come first. We are dedicated to maintaining regular check-in's and yearly reviews. As well as regular correspondence and timely responses to your questions and needs. From our yearly client appreciation events to personalized market updates during major shifts in the market, we go above and beyond to show that we care about you and your retirement journey. That’s what being your trusted team means to us.
Our first priority is helping you financially take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of of our firm.
Financial wellness is the premier foundation for retirement, but not your only goal. 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 holistic financial plan for every step in your life. We offer personalized service because we believe that financial health should be approachable and easy.
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 service tailored to you. Ready to meet the team? Scroll on!
Certified Financial Planner™
As the founder of Park Avenue Wealth Management, Lisa Krall has 17 years of experience guiding clients in their financial wellbeing. She assists them in financial planning based on their phase of life so they can get the most from...
Client Services Coordinator
Angela’s primary responsibility is to optimize the relationship between clients and the firm. She is focused on client and advisor support through account servicing and client correspondence. Angela earned a Master of...
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