When you succeed, we succeed.

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.

With $2.5 billion in assets under management as of March 31, 2020, individuals and businesses alike have good reason to trust their partnership with us. Here’s how 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.

We are authentic.

To work effectively with our clients, we must be authentic to form a relationship that fosters open communication and genuine concern.

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.

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.

We maintain our expertise.

Our advisors have credentials or degrees specifically to address our clients’ needs, which creates a wealth of expertise for the firm as a whole. As CERTIFIED FINANCIAL PLANNER designees and Chartered Financial Analyst® charterholders, we dive deep into the topics that matter most to our clients.

We support our community.

Parsec donates 1% of revenues each year to the Parsec Prize, our charitable grant program. This makes up half of Parsec’s annual charitable giving. Employees are also actively involved in the community, serving on boards and volunteering their time.

Providing personalized wealth management, tax and trust services to more than 1,700 individuals and businesses.