Independent, Fee-Only Registered Investment Advisor (RIA): Financial Planning and Wealth Management

Overview

At Parker Financial, LLC, we specialize in independent, fee-only financial planning and wealth management, providing comprehensive, fiduciary guidance for busy executives, professionals and family fiduciaries - those balancing their own wealth with the responsibility of managing assets for older parents, trusts, or estates. Our holistic approach ensures that every aspect of your financial life—from investment management to legacy planning—is aligned with your goals, values, and long-term security.

Our Approach

We go beyond traditional financial planning by addressing the full scope of your financial well-being. Whether you're an caregiver, trustee, attorney-in-fact, executor, we help you preserve, protect, and pass on wealth responsibly while managing life’s evolving responsibilities.

Our service:

Comprehensive Financial Planning
- Personalized wealth strategies aligned with your unique needs
- Cash flow & budgeting analysis to ensure financial security
- Tax-efficient planning to optimize savings and investments
Investment Management
- Customized, goals-based investment portfolios
- Risk management strategies tailored to your risk tolerance
- Sustainable and responsible investing (SRI & ESG options)
Estate & Legacy Planning
- Guidance for executors, trustees, and fiduciaries
- Wealth transfer strategies to protect generational assets
- Charitable giving and philanthropy planning
Retirement & Longevity Planning
- Income planning for long-term financial security
- Social Security & pension optimization
- Healthcare & long-term care expense planning
Caregiver & Fiduciary Financial Guidance
- Financial strategies for balancing caregiving and career
- Planning for medical, assisted living, and home care costs
- Advanced directives and end-of-life planning

Why Parker Financial?

✔ Independent & Fee-Only – No commissions, just fiduciary advice in your best interest✔ Specialized Expertise – Focused on family fiduciaries, caregivers, and legacy planning✔ Holistic & Personalized – Comprehensive strategies tailored to your unique financial journey
Whether you're managing wealth for the first time, overseeing an estate, or planning for long-term security, our expert, compassionate guidance ensures you have the financial clarity to make informed decisions with confidence.

"There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers."
Rosalynn Carter, Former First Lady, Rosalynn Carter Institute for Caregivers
"When you’re providing care for a loved one, especially a parent, it feels like having two jobs. You want to be there for them, but you also have to keep your own life going. It’s a juggling act, and one that often leads to burnout if you don’t get help."
Gail Sheehy, author of Passages in Caregiving
"A well-crafted financial plan is the cornerstone for balancing career, caregiving, and financial well-being. It empowers individuals to navigate the complexities of caring for loved ones while ensuring their own financial security and future goals remain intact."
Christine Parker, CFP®, APMA®, CSRIC®, Founder Parker Financial, LLC

Wealth Management & Financial Planning

Overview

Our Approach

Our service:

Why Parker Financial?

"There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers."

"When you’re providing care for a loved one, especially a parent, it feels like having two jobs. You want to be there for them, but you also have to keep your own life going. It’s a juggling act, and one that often leads to burnout if you don’t get help."

"A well-crafted financial plan is the cornerstone for balancing career, caregiving, and financial well-being. It empowers individuals to navigate the complexities of caring for loved ones while ensuring their own financial security and future goals remain intact."