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Independent Advice. Personal Relationships. Purposeful Growth.

Helping you make confident financial decisions today while building a strategy that supports your future.

A Trusted Partner in Complex Financial Decisions

Park Capital Management is a locally rooted, independent firm serving business owners, executives, and individuals approaching or living in retirement. While this is our primary focus, we also support clients across a broader range of financial stages. Clients turn to us when financial decisions feel high-stakes and interconnected.

With Park Capital, you gain a strategic partner who helps you navigate transitions, manage risk, structure income, and align your wealth with your long-term goals, all built around your priorities.

What Makes Us Different

You deserve advice that is clear, personal, and built around your real life. Our approach is designed to give you clarity, confidence, and continuity.

Independent by Design

As an independent firm, our guidance is objective and flexible. You receive recommendations tailored to your needs, giving you confidence that every decision is made with your best interest in mind.

Relationship-Driven Approach

You work directly with a dedicated advisor who understands your full financial picture. That consistency leads to clearer communication, stronger trust, and more thoughtful long-term guidance.

Specialized Support for Business Owners

Business ownership brings added financial complexity. From retirement plan consulting to preparing for a sale, you receive strategic guidance that helps manage tax exposure and turn your success into sustainable income and long-term wealth.

Meet the Team

Work with advisors who know your story, understand your goals, and stay engaged as your financial life evolves.

Clint Bauch, CFP®

President/CEO & Partner

John Friar, CFP®, AIF®

Financial Consultant & Partner

Chris Kleine

Chief Operating Officer/Chief Compliance Officer

Cameron Gray, CFP®

Financial Consultant

Dan Spellman

Research Analyst & Trader

Alyssa Thompson

Client Relationship Manager

Ron Yee

Client Relationship Manager

Kelly Trapp

Business and Trading Operations Manager
portrait of matthew blodgatt

Matthew Blodgett

Investment Associate

Frequently Asked Questions

What types of clients do you work with?

We partner with business owners, executives, and individuals nearing or in retirement. Clients come to us through referrals, retirement plan consulting, and long-standing relationships.

Yes. In our retirement plan consulting services, we act in a fiduciary capacity and provide structured, repeatable oversight processes. We offer both 3(21) co-fiduciary and 3(38) investment manager fiduciary services depending on client needs.
This is a key area of focus for our firm. We help clients prepare for the transition, explore tax mitigation strategies during high-income years, and convert business proceeds into a long-term income and investment strategy.
Clients often come to us after working with national firms where they felt like a number. At Park Capital, you work directly with a dedicated advisor who understands your full financial picture and remains actively engaged over time.
At minimum, we conduct an annual formal review. Many clients meet more frequently depending on life events, business transitions, or evolving financial goals.