A complete list of active advisors currently associated with Pariter Wealth Management Group LLC

Warmer can help you find a great advisor at Pariter Wealth Management Group LLC or one who fits your needs even better.

Pariter Wealth Management Group provides fee‑based investment advisory services and comprehensive financial planning — including tax, estate and retirement planning — to individuals (including high‑net‑worth clients), corporations, trusts, and pension or profit‑sharing plans. Most client accounts are managed on a discretionary basis, though the firm also accepts non‑discretionary engagements and consultation‑only arrangements. The firm emphasizes individualized portfolio construction after detailed data gathering, using a broad investment universe that can include stocks, bonds, mutual funds, ETFs, REITs, limited partnerships and private placements, and it may engage sub‑advisers for portions of client assets. Pariter conducts periodic monitoring and rebalancing and participates in Charles Schwab’s institutional program for custody and execution; as of December 31, 2025 the firm reported approximately $10.56 million in assets under management. Pariter maintains affiliations that are uncommon for firms of its size: it is affiliated with Pariter Securities, LLC (a registered broker‑dealer) and Pariter Risk Management (an insurance agency), and several principals hold securities and insurance licenses and may receive commission‑based compensation, which the brochure notes can create potential conflicts of interest. The firm also discloses that it no longer routes execution to the affiliated broker‑dealer and that the affiliated broker‑dealer was the subject of a FINRA censure and fine, features that distinguish Pariter from many peers that do not combine advisory, broker‑dealer and insurance operations.

To learn more about the advisors currently working at Pariter Wealth Management Group 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.