Why Parsec Financial Wealth Management?

Financial Planning Services & much more

At Parsec, we guide our clients to financial security. What does financial security mean to you? We find that wealth for wealth’s sake is rarely the objective. It may mean feeling confident you won’t outlive your money. Or it may mean ensuring your charitable intentions are carried out, or that your children are good stewards of family wealth. Or, it may simply mean putting the day-to-day management of your funds in the hands of someone you trust, so you can focus on the things that bring you joy.

With $2.5 billion in assets under management as of December 31, 2017, individuals and businesses alike have good reason to trust their partnership with us. Here’s how we do it:

  • We take ownership.
    When we see a client accomplish their goals, we take pride in the role we played in helping them get there.
  • We are authentic.
    To work effectively with our clients, we must be authentic to form a relationship that fosters open communication and genuine concern.
  • We work together.
    Each client is assigned a team of dedicated professionals who work together to support the client in the areas of financial planning, investment management, and account administration.
  • We are visionaries.
    To reach a goal, one first must envision the future. We listen to understand our clients’ hopes for their future and then articulate the steps needed to get from here to there.
  • We maintain our expertise.
    Our advisors have credentials or degrees specifically to address our clients’ needs, which creates a wealth of expertise for the firm as a whole. As Certified Financial Planner designees and Chartered Financial Analyst charterholders, we dive deep into the topics that matter most to our clients.
  • We support our community.
    Parsec employees are involved in the communities in which we serve, and we give back through our Parsec Prize program.

We guide clients to financial security.