A complete list of active advisors currently associated with Parabla, LLC

Warmer can help you find a great advisor at Parabla, LLC or one who fits your needs even better.

Parabla serves individuals, high-net-worth individuals, families, trusts, retirement plans, profit-sharing plans, corporations, and other businesses by providing ongoing portfolio management, fixed-fee financial planning deliverables, and employee benefit plan consulting. The firm reports approximately $22.7 million in assets under management across about 36 client relationships and also offers periodic educational seminars on investments and personal finance. The advisor works with clients to create Investment Policy Statements and typically operates with discretionary authority to implement hybrid active/passive portfolios that primarily use ETFs and individual stocks while favoring a long-term view. Investment decisions draw on fundamental, technical, cyclical, and charting analysis and are applied through proprietary model portfolios that are monitored and rebalanced against client objectives and drift parameters. What is distinctive for a small independent advisor is the explicit offering of pension and employee benefit plan services, including creating written pension consulting plans, recommending and monitoring money managers and other plan service providers, and receiving compensation for pension services on a monthly-in-arrears basis from plan sponsors. The firm also discloses policies designed to allocate limited-supply opportunities (such as IPOs) fairly among clients and participates in custodial programs (Schwab and Altruist) that facilitate block trading and institutional support.

To learn more about the advisors currently working at Parabla, LLC, 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.

Name	Location	Years of experience
Phillip Hanks	Oak Ridge, NC	10

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