About Parsec Financial
When You Succeed, We Succeed
Parsec Financial is a fee-only registered investment advisor (RIA) with $3.06 billion in assets under management as of Sept. 30, 2020. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to more than 1,800 individuals and businesses in six offices across North Carolina.
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.
How Do We Do It?
When we see a client accomplish their goals, we take pride in the role we played in helping them get there.
Our advisors have credentials or degrees specifically to address our clients’ needs, which creates a wealth of expertise for the firm as a whole.
Parsec donates 1% of revenues each year to the Parsec Prize, our charitable grant program. Employees are also actively involved in the community, serving on boards and volunteering their time.
Learn More About Parsec:
Using Our 40 Years of Excellence to Help Define Your Path Forward
Get in touch with a Parsec Financial representative at an office near you.