Philosophy Because every family is unique, we take an individual approach to personalize our professional services to suit your family's needs. We are dedicated to delivering trusted advice, founded by a code of ethics, which integrates investment management and personal financial planning to help clients better manage, protect and transfer family wealth.
Firm Established in 2007, Parker Financial, LLC is a woman owned independent fee only registered investment advisory firm in Southern Maryland.
Parker Financial, LLC is a leading provider of personalized retirement planning and investment advisory services, specializing in helping women executives and entrepreneurs plan well to live well at every major milestone.
As a small boutique financial planning practice, the firm prides itself on offering a business niche in Southern Maryland that is focused on delivering personalized services to a limited number of clients. This unique advantage sets us apart and is valued by our clients, giving them attention and advice that they deserve, need and expect.
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).