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Park Avenue Wealth Managment

  • Westmoreland 55+ Magazine
  • Jul 8
  • 3 min read
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When Lisa Krall founded Park Avenue Wealth Management in 2016, she set out to

create something different—a firm where financial planning felt approachable, personal,

and empowering. As a seasoned advisor and entrepreneur, Lisa built the company on

the values of clarity, trust, and direction. Her goal was simple: to provide thoughtful

guidance and create a space where clients feel heard, supported, and confident in their

financial futures. Today, she leads a growing, all-women team dedicated to helping

individuals and families navigate life’s financial decisions with purpose and peace of

mind.


The Park Avenue Wealth team includes Angela Grabb, who joined as Client Services

Associate in early 2023, and Mindy Andrews, who became the firm’s Marketing

Coordinator later that year. Together, the trio blends client service, strategic planning,

and outreach that reflect the firm’s commitment to education and empowerment.


Lisa specializes in creating personalized investment strategies. As a CERTIFIED

FINANCIAL PLANNER™ (CFP®), she acts in her clients’ best interest, educating them

on their options, explaining potential risks, and building diversified portfolios designed to

fit each client’s unique goals. Whether someone is just beginning their financial journey

or preparing for retirement, Lisa takes the time to guide them every step of the way,

helping to relieve the stress of managing finances alone. Supporting these efforts is

Angela, who plays a key role in keeping the office running smoothly. From preparing for

client meetings to managing client requests and daily operations, she helps ensure a

seamless experience for every client. Angela is also pursuing her securities licenses to

take on a more active role in financial planning in the future.


At Park Avenue Wealth Management, relationships matter. The team takes pride in

offering customized service and creating a space where questions are always

encouraged. That same care extends beyond the office. Lisa is deeply involved in the

community, working closely with nonprofit organizations including The Community

Foundation of Westmoreland County. Her professional work often intersects with her

philanthropic passion, especially as she helps clients incorporate charitable giving into

their financial plans. She also serves on the board of the Westmoreland County

Chamber of Commerce and sits on the committee for Women of Westmoreland (WOW).

Lisa hopes that by leading through service, she can not only support her community but

also inspire her two sons to one day carry forward her love of giving back.


In 2018, Lisa founded the Moxie Women’s Network—a networking group designed to

connect local women through education. The group welcomes women seeking personal

and professional growth, particularly in areas like finance, workplace challenges, and

work-life balance. With Mindy coordinating behind the scenes, the network continues to

offer relevant topics and expert guest speakers to keep members engaged and inspired.

Beyond Moxie, Mindy manages the firm’s overall marketing efforts, sharing Park


Avenue Wealth Management’s message, connecting with the community, and keeping

clients informed.


Lisa’s outreach has not gone unnoticed. In 2021, she received the Athena Award for

leadership and service, and in 2023, she was honored with the Educate Pillar Award for

her work in financial literacy.


Under Lisa’s leadership, Park Avenue Wealth Management continues to grow,

supporting clients, educating the community, and shaping a more confident financial

future for everyone they serve. For Lisa and her team, this is just the beginning.


Securities and investment advisory services offered through Osaic Wealth, Inc. member

FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names,

products or services referenced here are independent of Osaic Wealth.


Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.


These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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