Operator-led AI systems for independent financial firms.
What we Offer
We build and run custom AI systems around the work your practice does every day.
Proposals & Client Reviews
Automatically generate client-ready proposals and quarterly review packets from your existing data — hours back every week.
Prospecting & Lead Follow-Up
AI captures every inbound lead, replies instantly, and books the meeting — no more leads going cold.
Compliance & Back Office
Draft compliant client communications and automate account paperwork — zero data entry, less compliance risk.
$1B+AUM managed as a CFP® professional
1:1A dedicated operator, not a vendor
100%Refundable audit
About us
Built by someone who lived the problem
I spent years as a CFP® professional managing a $1 billion book of business — I know firsthand how much time gets eaten up by work that should be automated: proposals built by hand, client reviews prepped the week before, leads that go cold because follow-up was too slow.
Stoa Park Partners exists because I got tired of watching good advisors and agents lose hours — and clients — to problems AI can actually solve, when it's built by someone who understands the workflows, the compliance, and the language of the business first.
I don't sell a chatbot or a generic tool. I run a paid audit to find where your practice is leaking time or leads, then build a system custom to that problem — inside the CRM and tools you already use.
Frequently Asked Questions
What does Stoa Park actually do?
I help independent financial-services firms — RIAs, insurance agencies, CPA and lending shops — win more clients and cut back-office work using AI. I find the pain in a paid audit, then build the system.
How does the audit work?
A paid engagement where I map where your practice is losing time, leads, or revenue, and review your current CRM and tech stack. If I can't find a solid build, the audit is fully refundable. If I do, the fee credits straight toward the build.
What if you don't find anything worth building?
Then you get the audit fee back. The risk is on me, not you.
Do you replace our existing CRM/tools?
No — everything I build sits inside what you're already using (Salesforce, Redtail, AgencyBloc, etc.). The goal is less manual work in your existing workflow, not a rip-and-replace.
What does this cost?
The audit is priced upfront and refundable if there's no viable build. Beyond that, pricing depends on what we're solving — you'll get a real number after the audit, not a guess before it.