A complete list of active advisors currently associated with Lance Parker Wealth Management

Warmer can help you find a great advisor at Lance Parker Wealth Management or one who fits your needs even better.

The firm provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and trusts, estates, and charitable organizations, overseeing about $37.55 million in client assets across roughly 67 relationships. Services include individualized Investment Policy Statements and implementation across mutual funds, equities, fixed income, ETFs, REITs and insurance products, together with hourly financial planning engagements. Investment guidance is based on client‑specific Investment Policy Statements and a global asset allocation framework, and the firm employs both long‑ and short‑term trading strategies when appropriate. All portfolio management is performed in‑house rather than through third‑party managers, and client accounts are reviewed at least weekly by the firm’s managing member. A distinctive feature is that nearly all assets are managed on a non‑discretionary basis (the brochure reports $37.55 million as non‑discretionary and no discretionary AUM), so the firm does not have authority to trade without client approval, which differs from many peers. The firm also requires clients to use its recommended custodians, processes advisory fee deductions with client authorization, and provides one‑time financial plans with additional plans or reports available for a fee.

To learn more about the advisors currently working at Lance Parker Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.