Asheville, N.C., November 9, 2017 – Asheville-based wealth management firm, Parsec Financial, announced today that it is acquiring local CPA firm, Burlingham & Harris, P.A. The purchase is part of Parsec’s strategic plan to strengthen and enhance the services offered to clients.
Founded fifteen years ago, Burlingham & Harris partners Brad Burlingham and Larry Harris have been committed to providing clients with responsive, knowledgeable and professional service. “Partnering with Parsec Financial will provide us opportunities in a new context, so that we may continue and expand our commitment with a team that has consistently exhibited those same values,” said Brad Burlingham,
Larry B. Harris, CPA, CFP®, PFS, acknowledged that Parsec’s history of giving back to the community played an important role in the decision. “Service to community is important to us,” says Harris. “Parsec Financial is a leader in giving back to the community and I honestly can’t imagine a better fit.”
Tax planning is an integral part of the entire financial picture and this combination brings these complimentary competencies together under one roof. Burlingham & Harris bring deep expertise in tax planning, and the acquisition offers tremendous potential for the clients of both firms.
“We are happy to welcome the clients and employees of Burlingham & Harris to Parsec Financial,” said Rick Manske, CEO of Parsec Financial. “We are committed to providing a convenient service with a high level of expertise to both of our clients. The shared commitment to a fiduciary standard is at the heart of our client relationships and makes the acquisition a really great fit.”
The purchase will be effective January 2, 2018.