Our Story
Helping Our Clients Thrive for 43+ Years
Founded in 1980 by Bart Boyer in Asheville, North Carolina, Bart always had a belief that fee-only investment advice was the right model for the firm. Delivering unbiased advice allows our interests to be in-line with our clients’ interests.
Bart Boyer founded Parsec Financial, working out of the lower level of his Asheville home on Sunset Mountain.
Parsec Opened Office on Wall Street
In 1987, we opened our first office on Wall Street in downtown Asheville.
Bart Boyer Featured on Good Morning America
Bart Boyer is featured on Good Morning America with his two eldest children Alyssa and Eric on how to get children interested in investing at a young age.
Parsec Opened Office in Charlotte
Parsec expanded to the Charlotte Metro area in 1999. We are located on the 18th floor of the Carillon Building on West Trade Street in downtown Charlotte.
Parsec Managed $462 Million in AUM
Bart Boyer Featured on Cover of Worth Magazine
Boyer was included in Worth's "Best 250 Financial Advisers in America" and thus featured on the edition's cover.
Parsec Expanded Asheville Office
In 2005, we expanded our office on Wall Street in Downtown Asheville to include the upstairs portion of the building.
Bart Boyer Featured on Cover of FA Magazine
Boyer was featured in FA Magazine on how he gives employees the opportunity to buy company shares at a substantial discount to help with employee morale and retention.
Parsec Featured in Wall Street Journal
"It is a long way from the Wall Street that has become synonymous to many Americans with reckless greed and pushing the economy off a cliff. 'They've caused us a lot of distress, ruined a lot of lives,' says Mr. Boyer, chairman and chief executive of Parsec Financial Management Inc."
Parsec Managed $1.1 Billion in AUM
Founder Bart Boyer Retired, Remains Chairman of the Board
Parsec Opened Southern Pines Office
In 2013, we expanded our presence by adding an office with an advisor in downtown Southern Pines.
On March 31, 2016, Parsec Financial acquires Tryon-based firm Millard & Co.
Parsec Managed $2 Billion in AUM
Parsec Expanded Asheville Office
Parsec expands to the lower level of its downtown location with walk-in access from College St.
On January 1, 2018 Parsec Financial acquires Asheville based CPA firm Burlingham & Harris, P.A.
Parsec Managed $2.99 Billion in AUM
We have been named on Financial Times’ 300 list of top RIAs annually since 2017.
Parsec named on Financial Planning Magazine's list of top RIAs.
Parsec Managed $3.745 B in AUM
Using Our 43+ Years of Excellence to Help You Thrive
Get in touch with a Parsec Financial representative at an office near you.
