Dayton, OH Office
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Parallel Advisors, LLC
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About
Parallel Advisors serves individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, estates and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm also offers stand‑alone financial planning and tax preparation services and can recommend independent managers and private investment funds as part of client implementations.
Investment management typically allocates across fixed income, mutual funds, exchange‑traded funds and independent managers using fundamental, technical and cyclical analysis, with strategies that can include covered‑call and other options transactions. Parallel treats cash as an asset class, manages model portfolios, and uses technology platforms (eMoney, ByAllAccounts, Plaid and Pontera) to consolidate and, where authorized, implement tax‑efficient rebalancing in held‑away accounts; it also uses adviser‑only vehicles such as Dimensional funds and may employ interval or private fund allocations when suitable.
Noteworthy aspects that differ from many peers include an affiliated trust company that the firm may recommend for fiduciary services, a formal policy governing limited use of artificial intelligence tools, and the routine integration of held‑away account management through the Pontera platform. The firm’s participation in Fidelity’s WAS referral program, receipt of custodian support services, use of third‑party class‑action filing services and occasional allocations to less liquid products introduce operational and potential conflict‑of‑interest considerations clients should review.
Based on Parallel Advisors, LLC
Expertise
Based on Parallel Advisors, LLC
Location
10050 Innovation Drive, Suite 350
Dayton OH 45342
Advisors at this office
4
Advisors at this office
Benjamin S
Series 65
Miamisburg, OH
Parallel Advisors, LLC
Benjamin Shroyer is a Series 65 credentialed advisor at Parallel Advisors, LLC with experience beginning in 2024. Prior to his current role, he worked for seven years at Dayton Christian School and six years at Dickinson State University. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs various investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and integrates technology platforms for portfolio management and tax-efficient rebalancing.
Amy B
CFP®, CFA®
Dayton, OH
Parallel Advisors, LLC
Amy Barker is a CFP® and CFA® with 14 years of industry experience. She has been with Parallel Advisors, LLC since 2015. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.
Robert H
CFP®, CFA®, Series 63, Series 65
Dayton, OH
Parallel Advisors, LLC
Robert Henrich is a CFP® and CFA® with 29 years of industry experience. He has been with Parallel Advisors, LLC since 2018 and previously worked at Fifth Third Securities for five years. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms and affiliated fiduciary services.
Kameron S
CFP®, Series 65
Dayton, OH
Parallel Advisors, LLC
Kameron Smith is a CFP® and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has worked at Lifeplan Financial Group, Inc., McKinley Carter Wealth Services, and Parallel Advisors, LLC before joining Wealthcare Advisory Partners LLC dba Total Wealth Alignment. Parallel Advisors, LLC serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, employing technology platforms to support tax-efficient rebalancing and held-away account management.
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