Gessner Wealth Strategies Joins Parkwoods Wealth Partners

Houston-based Gessner Wealth Strategies becomes Parkwoods' second advisor presence in the market

ST. LOUIS, MO, UNITED STATES, September 3, 2026 /EINPresswire.com/ -- Parkwoods Wealth Partners today announced that Gessner Wealth Strategies has joined Parkwoods. Gessner is a Houston-based registered investment adviser with $65 million in assets under advisement as of June 30, 2026. The combination, which closed on August 31, 2026, adds a second Parkwoods advisor in Houston, alongside Wealth Advisor Cole Wheeler, CFP^®.

Founded by Michelle Gessner, CFP^®, MSM, CFBS, LUTCF, in 2015, Gessner Wealth Strategies is built on an independent, fiduciary approach to financial planning that aligns with Parkwoods' Purpose First Planning philosophy. Michelle joins Parkwoods as a Senior Wealth Advisor, and Lauren Morris continues as Client Service Manager supporting her clients.

"Welcoming Michelle and the Gessner Wealth Strategies team is about shared beliefs first and foremost," said Al Sears, Founder & CEO of Parkwoods Wealth Partners. “Michelle has spent over a decade building a practice around independent, evidence-based, client-first advice, exactly the kind of planning-first work that defines Purpose First Planning. Houston is a market where we've wanted to grow, and her practice gives us the right foundation to do it.”
"What drew me to Parkwoods is how closely our philosophies align," said Michelle Gessner, CFP^®. “I built my practice so clients could make confident, informed decisions about their financial lives without being sold to. Parkwoods shares that same fiduciary, planning-first commitment, and joining them gives my clients access to more resources while keeping the relationship and service they already know.”

"When a firm like Gessner Wealth Strategies joins Parkwoods, the core client experience stays consistent: same advisor, same relationships, same planning-first approach," said Chris Gardner, CFP^®, Head of Advisory at Parkwoods Wealth Partners. “What changes is the support behind it. Michelle's clients now have the backing of a larger, evidence-based advisory platform.”

Gessner clients will continue working with Michelle as their advisor, with Lauren Morris remaining their day-to-day point of contact for service needs.
About Parkwoods Wealth Partners

Parkwoods Wealth Partners helps individuals, families, and the employees of plan sponsor clients live purposeful financial lives through evidence-based investing and Purpose First Planning. Parkwoods is headquartered in St. Louis, with offices in St. Louis, Syracuse, Nashville, Tucson, Carmel, New Castle, Lake Oswego, and Houston, and advisors also based in Austin, Los Angeles, and Salt Lake City.

Bob French
Parkwoods Wealth Partners
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