Parsec Financial brochure
August 1, 2022
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
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Parsec Financial Ranked #2 N.C. RIA by Financial Advisor (FA) Magazine
July 19, 2022
Parsec Financial is honored to be listed again on Financial Advisor (FA) Magazine’s 2022 RIA ranking. Of the 534 firms included, Parsec ranked #128, including #2 of the 7 N.C. firms represented.
Parsec Financial Announces Harli Palme as New President
June 9, 2022
Harli Palme, Parsec’s chief operating officer and chief compliance officer, was recently promoted to president.
Charlotte Business Journal Ranks Parsec Financial in 2022 “Largest Charlotte Wealth Management Firms” and “Largest Charlotte Financial Planning Firms” Lists
May 31, 2022
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
Travis Boyer Named “Best-In-State” Wealth Advisor by Forbes
May 5, 2022
Parsec is proud to announce that Travis Boyer was recently recognized on Forbes’ 2022 list of best-in-state wealth advisors. Boyer is a senior financial advisor and board member at Parsec. Of the 86 financial advisors recognized in WNC, Boyer was ranked the #2 advisor from Asheville, behind Parsec Partner Roger James. Forbes’ lists are curated
Roger James Once Again Named “Best-In-State” Wealth Advisor by Forbes
May 5, 2022
Parsec is proud to announce that Roger A. James was recently recognized for the second year in a row on Forbes’ 2022 list of best-in-state wealth advisors. James is a partner at Parsec and serves as Parsec’s director of trust services. Of the 86 financial advisors recognized in WNC, Roger was ranked the #1 advisor
Forbes: Don’t Get Stuck On The Hedonic Treadmill
February 11, 2022
Sarah DerGarabedian, a Forbes Councils Member, writes that it’s important to remember WHY we invest, to look beyond the numbers to what they represent – your version of financial freedom.
CNBC: There are key differences between tax credits and deductions. What to know before filing your return
February 9, 2022
Judson Meinhart was quoted in CNBC’s recent article about differences in tax credits and deductions.
CNBC: Here’s how much you can make and still pay 0% in capital gains taxes
February 8, 2022
Judson Meinhart was quoted in CNBC’s recent article about capital gains taxes.
Parsec Financial Overview
February 3, 2022
Below is an overview presentation to help you quickly get to know us and what makes us unique! Thanks for taking the time to learn more.
