About Parsec Financial

When You Succeed, We Succeed

Parsec Financial is a fee-only registered investment advisor (RIA) with $2.88 billion in assets under management as of June 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.

OUR STORY

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?

We Take Ownership

When we see a client accomplish their goals, we take pride in the role we played in helping them get there.

Our Expertise
We Are Authentic
To work effectively with our clients, we must be authentic to form a relationship that fosters open communication and genuine concern.
Our Ethics
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.
Our Thoughts
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.
Our People
We Maintain Our Experience

Our advisors have credentials or degrees specifically to address our clients’ needs, which creates a wealth of expertise for the firm as a whole.

Our Credentials
We Support Our Community

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.

Our Philanthropy

Learn More About Parsec:

VIEW OVERVIEW

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.

CONTACT US
Celebrating 40 Years of Helping Guide Our Clients to Financial Security
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CELEBRATING 40 YEARS OF HELPING GUIDE OUR CLIENTS TO FINANCIAL SECURITY
Site Index
Let's Talk
Learn
Expertise
Philanthropy
Education
Connect
Facebook
Linkedin
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