Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2020 RIA ranking. Of the 551 firms included, Parsec ranked #131, including #3 of the 13 N.C. firms represented.
find what you’re looking for
in Press Archives: Press
Parsec Financial is pleased to announce it has been named to the 2020 edition of the Financial Times’ 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Charlotte Parent: How Community Partners Are Improving Literacy Needs for Charlotte Children Amidst the Pandemic
Read our recent feature in Charlotte Parent about Parsec Prize winner Read Charlotte’s reading checkup initiative and what Partner Michael Ziemer does with his young family to prioritize literacy.
Parsec Financial Senior Financial Advisor Daniel Johnson Receives CEPA Designation and Joins International Community of Business Advisors with the Exit Planning Institute
Parsec Financial is proud to announce that Daniel Johnson earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s intensive 4-day executive MBA-style program.
Parsec Financial is proud to announce that Asheville-based Financial Advisor Ashley Gragtmans has received her Chartered SRI Counselor certification.
Sr. Financial Advisor Neal Nolan was recently featured in The Street’s article on what to do if your employer stops matching your 401(k) contribution.
Charlotte Magazine: Eyeing a Vacation in 2021? Financial Advisor Shares 5 Savings Tips for Future Splurges
Financial Advisor Aaron Combs was recently featured in Charlotte Magazine with his five savings tips amidst the pandemic for those dreaming of—and planning for—better days.
Financial Advisor Ashley Gragtmans was recently featured in Bloomberg Businessweek’s emergency financial planning guide.
Charlotte Business Journal Ranks Parsec Financial in 2020 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
Charlotte Business Journal featured Parsec Financial in both of its 2020 lists of largest Charlotte-area wealth management firms and financial planning firms.
Let’s start with the facts: Women in the U.S. live on average five years longer than men, according to the World Bank. Moreover, according to the American Psychological Association, about 40% to 50% of married couples in the U.S. eventually divorce. And, according to a 2019 analysis by the Pew Research Center, U.S. has the world’s highest rate of children living in single parent households at 23%.
All of this goes to show that personal financial planning and investing should be — and often already are — priorities for women and men alike.
A business starts with a skill, a dream, and a whole lot of hard work and sacrifice. Add some luck (some might say) and it flourishes, supporting the families of its owners and employees while making a difference in the lives of its clients, customers, and community. Thus, selling that business can be hard.
“Most business owners have no idea how emotionally fraught the process can be,” says Greg James, CFP®, a partner at Parsec Financial. “Clients approach us with a wide range of feelings, from excitement to fear and reluctance, but they all want to know what their business might be worth and if they’ll be able to retire comfortably after the sale. Understandably, it’s difficult for a business owner to look at the value of his or her company through an objective lens. That’s where we come in.”
Parsec has been included in AdvisoryHQ’s annual list since it was first published in 2016.
The move reinforces Parsec’s ongoing dedication to providing a personalized wealth management approach for its clients.
Sr. Financial Advisor Neal Nolan was recently featured in FA Magazine on shifting 401(k) withdrawal rules.
Interviews with large money managers & CEOs for timeless investing advice.
Parsec was one of only 10 firms in North Carolina included in this list.
This is the most that Parsec Financial has awarded in a single year since it was founded in 2005.