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Paraplan OnDemand

EST. AUM
$250,000,000

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Firm Details

Metro area Pittsburgh
CRD Number 340975
Website paraplanondemand.com
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Overview

Paraplan OnDemand is a registered investment adviser founded in Pittsburgh, Pennsylvania, providing outsourced paraplanning and financial planning support to financial advisors and advisory firms. The firm delivers advisor-directed financial plan preparation, retirement and cash flow analysis, scenario modeling, and analytical support using eMoney financial planning software. Rather than replacing the advisor, Paraplan OnDemand operates as an extension of advisory teams, helping firms increase planning capacity during periods of growth, transition, staff leave, or temporary demand. The firm was founded by CFP® professional David Cawley, whose background includes financial planning, finance, and accounting. Its services are designed to provide flexible, on-demand planning support while advisors retain full responsibility for investment recommendations and client relationships.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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