Why Parsec Financial Wealth Management?

Financial Planning Services & much more

At Parsec Financial, we fully understand why our clients come to us for advice and guidance. Wealth for wealth's sake is very rarely their objective. They seek security, stability and the achievement of well-reasoned goals.

With $2 billion in assets under management as of December 31, 2016 individuals and businesses alike have good reason to trust their partnership with us. As a fee-only financial planning firm, our priority is helping you achieve your goals.

Our seasoned team will work closely with you to create a personalized, comprehensive plan that addresses your long-term goals. We’ll recommend sound investment strategies that reflect your specific life situation, and we’ll manage those investments over the long-term. We’ll be a trusted financial advisor through all the phases of your life, and we promise to deliver these services without ever forgetting the focus of our relationship: your financial future.

When You Succeed, We Succeed.