A complete list of active advisors currently associated with Parable Wealth Advisors

Warmer can help you find a great advisor at Parable Wealth Advisors or one who fits your needs even better.

Parable Wealth Advisors provides discretionary and non‑discretionary portfolio management, retirement plan advisory, financial planning, and held‑away asset management to individuals, high‑net‑worth clients, corporations, and pension and profit‑sharing plans. The firm reports roughly $176 million in discretionary assets and manages a mix of retail and institutional relationships across fewer than 100 client accounts. Parable tailors investment advice and asset allocations to individual client goals, generally employing equities, exchange‑traded funds, mutual funds, fixed income and alternative investments, with ongoing monitoring and periodic rebalancing. The firm supports both on‑platform management and the management of held‑away accounts via an order management system and may recommend third‑party managers where appropriate. What distinguishes the firm from many peers is that its owners are also active in a law practice and in real estate development and holding companies; Parable discloses the potential for cross‑referrals but states clients are not required to use affiliated legal or real estate services and that no referral fees are paid by its real estate holding companies. The firm documents these relationships and related conflicts in its disclosures and Code of Ethics, and it offers integrated planning (including offsetting planning fees for clients who adopt its portfolio management service).

To learn more about the advisors currently working at Parable Wealth Advisors, 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.