Parsec Financial has a simple defining mission: We help guide clients to financial security. To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management.
We recognize that priorities around money are different for everyone. And those priorities are shifting towards a higher purpose about what money can do. We develop each client’s path individually, making wealth management more meaningful. For today and tomorrow.
Founded in 1980 by Bart Boyer in Asheville, North Carolina, Bart always had a belief that fee-only investment advice was the right model for the firm. Delivering unbiased advice allows our interests to be in-line with our clients’ interests.
We work closely with you to create your plan, guide you through important financial decisions and deliver high-quality service without ever forgetting the focus of our relationship: Your financial future.
With $2.7 billion in assets under management as of September 30, 2019, individuals and businesses alike have good reason to trust their partnership with us.
Learn about our financial planning process and investment philosophy.
Hopefully you can enjoy scenes like this more so than your file drawer over the next few months. So, to make that happen, we can help you more easily collect the information necessary for your upcoming tax preparations.
Now that the in-laws have left and the last of the holiday leftovers have been emptied from the fridge (hopefully!), let’s review four impactful changes brought about by the SECURE Act of 2019, which went into effect January 1, 2020.
It’s the end of the year and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look before the close of the year. While we cannot help you with the cooking, cleaning and gift buying, we can help with your financial to-do list.