Business Details
8 Years
experience
Your Trusted Partner for Financial Planning Solutions
Mission Park Capital operates as a fiduciary-driven Registered Investment Advisor, committed to placing client interests at the forefront of every decision. Our approach centers on serving as the Finance Chair of each client's Personal Board of Directors, fostering long-term collaborative relationships that adapt to evolving life circumstances. With a foundation built on transparency, we provide fee-only pricing structures and personalized financial strategies tailored to individual needs. Our founder, Enrique Perez, brings over 25 years of private investment experience and a proven track record in public service and corporate leadership. We specialize in comprehensive financial planning, portfolio management, and college cost optimization, utilizing proprietary frameworks like GrowTogether and CollegeCostsTogether.Our services cater to clients nationwide through both virtual and in-person engagements, emphasizing education and empowerment in financial decision-making. The firm maintains rigorous compliance standards through registration with Massachusetts and New York securities divisions while adhering to SEC disclosure requirements. Our commitment to ethical practices is demonstrated through our refusal to accept commissions or product-based incentives. We serve diverse client profiles including first-generation high earners, families planning for education expenses, and professionals navigating equity compensation. Our unique value proposition combines institutional-grade financial expertise with accessible pricing models designed for modern financial challenges.
Services
Financial Planning
Portfolio Management
College Cost Planning
Career Advisement
Investment Management
Tax Strategy
Retirement Planning
Equity Compensation
Cash Flow Analysis
Estate Coordination
Details
- Year established: 2018
Highlights and features
- We are legally bound as a fiduciary to prioritize your financial interests first
- Our founder personally manages all client relationships with 25+ years of experience
- We offer transparent, fee-only pricing with no product commissions or hidden fees
- Our proprietary frameworks address both immediate needs and long-term financial goals
- We provide comprehensive services covering investment management, college planning, and career advisement
What people say
Transparent, humble, collaborative
Highly accessible services
Personalized investment strategies
Long-term relationship focus
Clear financial guidance
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for life milestones including home purchases, retirement, and career transitions. We integrate cash flow analysis, debt management, and tax-efficient strategies to align financial resources with personal goals. The service includes ongoing adjustments to adapt to changing life circumstances and market conditions.
Portfolio Management
We develop personalized asset allocation strategies across all account types including 401(k)s, IRAs, and taxable accounts. Our approach considers tax implications, risk tolerance, and long-term objectives while maintaining fiduciary responsibility. The service includes continuous monitoring and rebalancing to maintain strategic alignment with client goals.
CollegeCostsTogether
This specialized service optimizes college funding strategies through financial aid maximization and debt minimization techniques. We provide customized action plans addressing cost-reduction strategies, savings optimization, and payment planning. The service includes written analysis and implementation guidance for both parents and students navigating higher education expenses.
Career Advisement
Our career transition support covers job search strategy, resume development, and salary negotiation. We provide guidance on professional networking, team leadership, and career path planning. The service includes ongoing support for professionals navigating job changes or seeking advancement opportunities.
Investment Management
We offer tailored investment management solutions focusing on long-term wealth accumulation. Our approach combines strategic asset allocation with tax-efficient investment vehicles. The service includes regular performance reviews and adjustments to maintain alignment with evolving financial objectives and market conditions.
People
Enrique Perez
Founder, Principal and Chief Investment Officer
With over 25 years of investment experience, Enrique founded Mission Park Capital to provide fiduciary financial guidance. He previously served as Managing Director at a $5 billion social enterprise bank and held senior roles in public sector finance. A Yale MBA graduate, he combines institutional expertise with personal financial journey insights.
Questions
What makes Mission Park Capital different from robo-advisors?
We provide personalized financial planning and investment management with a human advisor who acts as your fiduciary, unlike automated platforms that offer generic solutions without personal interaction.
How are your services priced?
We offer transparent, fee-only pricing based on income or assets under management, with monthly payments starting at $125 for comprehensive financial planning services.
Do you work with clients outside Massachusetts?
Yes, we serve clients nationwide through virtual meetings and secure online tools while maintaining our Waltham, MA headquarters.
What specializations do you offer?
We specialize in college cost optimization, equity compensation management, and career transition guidance alongside comprehensive financial planning and investment management.
How do you ensure conflicts of interest are avoided?
As a fiduciary, we only earn compensation directly from clients and avoid commissions, product sales, or third-party incentives that could create potential conflicts of interest.
