Paraplan OnDemand was built with flexibility at its core, for both advisors and the firms they serve.
Founded in Pittsburgh, a city known for its work ethic and professional resilience, Paraplan OnDemand was built on the idea that strong planning support should be reliable, adaptable, and easy to integrate into an advisor’s existing workflow.
We understand that financial planning needs are rarely constant. Whether you’re working to better integrate planning into your practice, expand your capacity, or manage a temporary gap in support, Paraplan OnDemand is built to meet you where you are.
Our services support advisors at every stage, from learning how to more effectively leverage financial planning tools to providing reliable paraplanning assistance during periods of transition, growth, or staff absence. This includes temporary coverage while hiring, team members on leave, or short-term surges in planning demand.
Paraplan OnDemand operates as an extension of your team, providing analytical support, modeling, and scenario analysis without replacing the advisor’s role. Advisors maintain full control over recommendations and client relationships while we provide the behind-the-scenes support needed to keep planning workflows moving efficiently.
Our goal is simple: to provide flexible, on-demand paraplanning support that adapts to your practice, not the other way around.
Our Story
Paraplan OnDemand was created at the intersection of family, flexibility, and financial planning.
After years working as a CFP® professional across multiple financial institutions, it became clear that planning demands don’t always align neatly with staffing models. Advisors often need reliable support during periods of growth, transition, or temporary gaps without committing to permanent overhead.
Paraplan OnDemand was built to provide flexible paraplanning support that adapts to an advisor’s practice while preserving their role as the primary decision-maker and client relationship manager.
Founder David Cawley graduated from the University of Pittsburgh at Johnstown with a Bachelor’s degree in Finance and Accounting and went on to earn multiple industry licenses, including the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. While at UPJ, he was also a collegiate wrestling All-American and Academic All-American, experiences that helped shape the discipline and work ethic he brings to his work today.
Based in Pittsburgh, Paraplan OnDemand is built on reliability, flexibility, and a commitment to supporting advisors behind the scenes.
Why Us
We bring years of experience using financial planning tools to build thoughtful, accurate financial plans. We take pride in supporting advisors as they help clients achieve their goals — and we’re here when plans are needed on short notice.