Parker Financial: Holistic Financial Planning and Advisory Services for Family Fiduciaries

Wealth Management and Financial Planning for Family Caregivers & Fiduciaries

Our Vision

At Parker Financial, LLC, we envision a future where family fiduciaries and caregivers feel empowered, informed, and financially secure as they navigate the complexities of wealth management, caregiving, and legacy planning.  We strive to transform financial uncertainty into clarity and confidence, ensuring that families preserve and protect their wealth across generations.

Schedule The Fiduciary Fit: A 20-Minute Intro to Smart Wealth Stewardship!

Our Mission

We provide independent, fee-only financial planning and investment management tailored to busy executives, professionals, and family fiduciaries—those balancing their own wealth with the responsibility of managing assets for older parents, trusts, or estates.

The National Endowment for Financial Education (NEFE) defines financial well-being as "an ever-changing, personal state that typically includes factors such as satisfactorily managing one's current financial situation; the ability to exercise choice and feel in control of finances; and the outlook for future prospects."  