Central Park Financial Planning

Overview

Central Park Financial Planning is an independent registered investment adviser organized as a limited liability company that provides financial planning and portfolio management primarily to individuals and small businesses. The firm operates on a fixed-fee model and delivers predominantly non‑discretionary advice, which indicates advisors typically recommend and oversee plans while execution authority remains with clients. Investment activity centers on public equity exposure, with a clear preference for exchange‑traded instruments, and the firm supplements equity allocations with mutual funds and real‑estate‑oriented alternatives. The business targets individual and family clients rather than institutional sponsors, and the adviser does not market itself as an ESG investor or a multi‑state fiduciary. Because the owner type is individual, decision-making and practice design are likely concentrated and boutique in scope, focused on tailored planning and advisory relationships rather than large-scale capital allocation or in‑house product manufacture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices