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.

Parsec Established

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.

Bill Hansen Featured in Wall Street Journal
Wall Street Journal featured Parsec's investment approach of "active management and long-term allocations."
Parsec Acquired Millard & Co.
tryon financial advisor - Parsec Financial Planning - Fee Only Financial Advisor in Asheville NC Charlotte NC

On March 31, 2016, Parsec Financial acquires Tryon-based firm Millard & Co.


Parsec Managed $2 Billion in AUM

Parsec Acquired Mimosa

On July 1, 2017 Parsec Financial acquires Winston-Salem based firm Mimosa.


Parsec Expanded Asheville Office

Parsec expands to the lower level of its downtown location with walk-in access from College St.

Parsec Acquired Burlingham & Harris P.A.

On January 1, 2018 Parsec Financial acquires Asheville based CPA firm Burlingham & Harris, P.A.


Parsec Managed $2.99 Billion in AUM

Parsec Named on Financial Times’ 300 List of Top RIAs

We have been named on Financial Times’ 300 list of top RIAs annually since 2017.

CNBC Halftime Report Interview
Director of Investment Management Sarah DerGarabedian was invited back on CNBC’s Halftime Report to discuss our perspective on latest investment trends and philosophy amidst the pandemic.
Parsec Named Top RIA by Financial Planning Magazine

Parsec named on Financial Planning Magazine's list of top RIAs.

Parsec Ranked #3 N.C. RIA by Financial Advisor (FA) Magazine
Parsec is honored to be listed 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.
Forbes Ranks Parsec Financial as a Top RIA Firm
Parsec Financial is pleased to be recognized in a list of the top 100 RIA firms, according to Forbes. Parsec was ranked 77th, including the 1st and only firm in North Carolina.

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.

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