Parish & Company LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Parish & Company is a fee-only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses. Services include portfolio management, cash‑flow and tax planning, education and retirement planning, and periodic net worth and performance reporting.
The firm employs a strategic asset allocation approach with global diversification, using no‑load or low‑load mutual funds, ETFs, individual equities and fixed‑income instruments, and documents client objectives in investment policy statements that may include client‑imposed restrictions. Clients receive regular account reviews and ongoing implementation of planning recommendations, with tailored advice communicated through periodic reports and consultations.
Compared with many solo independent advisers, Parish & Company manages a relatively concentrated client roster with a substantial amount of assets under management, reflecting a focus on individualized, long‑term planning relationships. The firm emphasizes independence and transparency — it is strictly fee‑only, does not accept commissions, does not participate in IPO allocations or soft‑dollar arrangements, and generally does not vote client proxies (clients are expected to vote their own proxies unless assistance is requested).
Client services
Expertise
Fee options
0.75% annually
Account minimum: $500,000 Fee-only: Firm is strictly fee-only, no commissions or other compensation accepted
Main office
4800 Meadows Road, Suite 300
Lake Oswego OR 97035
Advisors at this office
1
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)