Welcome to the home page of Parker Financial, LLC. I hope you find the web site easy to navigate and the content timely, informative and useful.
Established in 2008, Parker Financial, LLC is an independent woman owned fee only registered investment advisory firm in Southern Maryland. The firm is a leading provider of finacial and retirement planning and investment advisory services, specialling in helping women business owners and executives in STEM related fields plan well to live well at every major milestone!
dedicated to helping you prepare a customized financial plan for your future, because we care about your ability to maintain a healthy life-style in retirement.
committed to providing you with objective advice and personalized services so that you will be better prepared for important financial decisions and sudden life changing events, because we understand your life is more complex than ever.
free to act solely in your best interest as a fiduciariy, managing and protecting your family's wealth over multiple generations and helping you fulfill your philanthropic aspirations, because we want to help you create your own legacy.
The firm is guided daily by its core values to serve as a trusted leader in the community with a commitment to excellence and the financial planning process.
Parker Financial, LLC helps clients plan well to live well!
Call Today, Toll-Free: 1-866-681-PLAN (7526)
Disclaimer: Investment advisory services are offered through Parker Financial, LLC, a women owned independent fee only registered investment advisory firm in the state of Maryland. Custodian services are offered through Schwab Institutional a division of Charles Schwab & Co., Inc.; a non affiliated third-party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Any investments and strategies mentioned here may not be suitable for everyone. While every attempt is made to provide accurate information, we cannot guarantee the accuracy and completeness of this content. We do not provide legal or tax advice. Before implementing any strategy, please consult your accountant, legal counsel and/or other professional adviser. (2/6/2017).