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Martin P
Series 65
Ponte Vedra, FL
SAX Wealth Advisors, LLC
Martin Parlato is a financial advisor at SAX Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 65 designation and has operated MDP, Inc. of Jacksonville, a wholesale distributor of computer supplies, since 1981. Parlato also leads Martin D. Parlato & Associates, LLC, established in 2012. SAX Wealth Advisors delivers investment management, comprehensive financial planning, and wealth-management services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs long-term, evidence-based asset-allocation strategies primarily using low-cost, passively managed funds, and offers specialized advisory services including employee benefit consulting and alternative investment advisory.
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