About Parsec Financial

When You Succeed, We Succeed

Parsec Financial is a fee-only registered investment advisor (RIA) with $3.6 billion in assets under management as of March 31, 2021. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to more than 1,800 households 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.

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

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