About Us
A Disciplined Approach to Building Long-Term Wealth
At Parkview Capital Group, we focus on building structured investment strategies designed to perform over time—not just in ideal conditions. By combining thoughtful planning, disciplined execution, and a deep understanding of risk, we help clients move forward with clarity and confidence.
Our Principles
Guided by Discipline, Clarity, and Long-Term Thinking
Integrity
We operate with transparency and consistency, ensuring every decision is made with your best interests in mind.
Commitment
We take a long-term view, staying focused on your goals through every market cycle.
Strategic Thinking
Every move is intentional—built on structure, research, and disciplined planning.
Client Focus
Your financial situation is unique, and your strategy should be too.
Education
We believe informed clients make stronger decisions, so clarity is always a priority.
Adaptability
Markets evolve, and so do we—adjusting strategies while staying grounded in long-term principles.
Our Journey
Built on Consistency, Growth, and Discipline
2019
Foundation Built
Parkview Capital Group was established with a focus on disciplined investing and long-term financial planning, built around clarity, structure, and trust.
2020
Early Growth
Through a client-first approach and consistent strategy execution, we began building strong relationships and expanding our client base.
2021
Strategic Expansion
We refined our investment approach, focusing on structured portfolio strategies designed to perform across different market conditions.
2022
Process Optimization
Our systems and investment processes were strengthened to improve consistency, transparency, and long-term performance tracking.
2023
Scalable Growth
With a growing client base, we expanded our capabilities while maintaining a disciplined and personalized investment approach.
2024
Looking Ahead
We continue to evolve our strategies, focusing on long-term results, adaptability, and helping clients navigate changing markets with confidence.
Meet The Team
The people behind Parkview Capital Group
Andrew Whitaker, CFA®
Founder & Managing Director
Andrew leads Parkview Capital Group with a disciplined, strategy-first approach to investing. He focuses on building structured portfolios that balance long-term growth with risk management, helping clients navigate changing markets with clarity and confidence. He works closely with clients to align every decision with their goals, time horizon, and risk profile—ensuring each strategy remains consistent, intentional, and built for long-term performance. With over a decade of experience in investment management, Andrew specializes in portfolio construction, asset allocation, and risk management. As a CFA® charterholder, his approach is grounded in data, discipline, and long-term thinking. He has worked with professionals, business owners, and families to create strategies that prioritize stability while pursuing sustainable growth. His focus is on clarity, consistency, and making informed decisions through every market cycle.
Emily Carter, CFP®
Senior Financial Advisor
Emily works directly with clients to develop structured financial plans and investment strategies built for long-term stability. Her approach focuses on helping clients make clear, informed decisions while maintaining consistency through changing financial conditions. She ensures each plan evolves with the client’s goals, providing ongoing guidance and thoughtful adjustments to maintain alignment, manage risk, and support steady financial progress over time. As a CFP® professional, Emily specializes in financial planning, retirement strategy, and long-term wealth management. She focuses on building practical, adaptable strategies that remain effective across different life stages. Her work emphasizes transparency, clear communication, and structured planning—ensuring every recommendation supports long-term objectives while maintaining flexibility as circumstances change.
Investment Management
Active portfolio management focused on long-term growth, risk control, and consistent performance across market cycles.
Financial Planning
Personalized strategies covering retirement, tax efficiency, and wealth structuring aligned with your goals.
Insights & Education
Ongoing market insights and guidance to help you make informed financial decisions with confidence.
Client Support
Transparent communication and proactive updates so you’re always informed and in control.
Get in Touch
Start a Conversation About Your Financial Strategy
Whether you're refining your current strategy or starting fresh, we’re here to help you move forward with clarity, structure, and confidence.
Client-First Approach
Your goals guide every decision we make.
Tailored Strategies
Built around your unique financial situation.
Long-Term Focus
Designed for steady, consistent growth over time.
Clear & Transparent
Straightforward guidance you can trust.