Cordingley & Parkinson Wealth Management

Cordingley & Parkinson Wealth Management is a team of five advisors that serves individuals, high‑net‑worth households, corporations, pension and profit‑sharing plans, and state or municipal government entities. The firm offers ongoing portfolio management, pension consulting (including 401(k) plan guidance), financial planning and educational seminars or workshops.

The firm documents client objectives in an Investment Policy Statement and provides both discretionary and non‑discretionary portfolio management rooted in fundamental analysis and a long‑term trading approach; advisors may use model portfolios available through LPL’s Strategic Wealth Management (SWM) platform but retain flexibility to deviate for individual needs. Investment recommendations are generally limited to mutual funds, fixed income, equities, ETFs, real estate funds, insurance products, alternative assets and private placements, with regular monitoring and at least annual review.

What distinguishes the firm from many peers is its explicit work with pension plans and state/municipal government clients and its frequent delivery of employer plan meetings, benefit‑fair participation and client education without separate seminar fees. The brochure also notes custodial relationships with LPL Financial (required for execution) and Charles Schwab, and discloses that several advisors are dually registered and licensed as insurance agents, conflicts the firm says it manages through disclosure and internal policies.