A complete list of active advisors currently associated with Parish Investment Advisors LLC
Warmer can help you find a great advisor at Parish Investment Advisors LLC or one who fits your needs even better.
Parish Investment Advisors serves individual and high‑net‑worth clients as well as retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, financial consulting, and pension consulting. The firm manages client assets on an asset‑based fee basis and may recommend third‑party money managers or model portfolios as part of its services. The firm tailors investment advice to each client’s objectives and monitors and rebalances accounts on an ongoing basis, using firm‑developed models or sub‑advisers where appropriate. In addition to one‑on‑one advisory services, the firm provides participant education and conducts investment‑related seminars and enrollment meetings for retirement plan participants. Distinctive features include that the firm is also a licensed insurance agency, so advisors may offer insurance products (with commissions separate from advisory fees), and that it explicitly provides free educational seminars to plan participants as part of its pension consulting work. The practice operates with a small advisory team managing under $100 million in client assets, combining individualized portfolio management with plan‑level education and consulting.
To learn more about the advisors currently working at Parish Investment Advisors 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 |
|---|---|---|
Lafayette, LA
| 12
| |
Lafayette, LA
| 10
|
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