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 clients to create their plan, guide them through important financial decisions and deliver high-quality service without ever forgetting the focus of our relationship: our clients’ financial future.
With $2.99 billion in assets under management as of December 31, 2019, individuals and businesses alike have good reason to trust their partnership with us.
Learn about our financial planning process and investment philosophy.
Individuals who are continuing to work because they are concerned about the health insurance conundrum is a very real and common concern. However, this concern is not an accurate reflection of the facts on the ground.
According to the Kaiser Family Foundation, in 2006 4% of employees nationwide were enrolled in High Deductible Health Plans (HDHP) through their employers. By 2015, that number had increased to 28% and has remained steady since. It makes sense to examine how we can best utilize the Health Savings Account (HSA) that accompany these plans.