A complete list of active advisors currently associated with Parker Financial Advisors LLC

Warmer can help you find a great advisor at Parker Financial Advisors LLC or one who fits your needs even better.

Parker Financial Advisors LLC provides wealth management and portfolio management services to individual and high‑net‑worth clients, integrating investment consulting with retirement, estate, tax, cash‑flow and charitable planning. The firm reports managing roughly $218 million for about 80 clients and uses a structured onboarding process with regular progress meetings to implement client plans. The firm’s investment approach is academically grounded in Modern Portfolio Theory and emphasizes diversification, long‑term asset allocation, and use of institutional asset‑class vehicles (including Dimensional fund series and index funds) rather than active retail‑only products. Clients receive a written Investment Policy Statement and a multi‑step planning process that combines portfolio construction with advanced planning across wealth enhancement, transfer, protection, and charitable giving. The firm’s regulatory disclosures warrant review: the brochure directs prospective clients to Item 11 of Form ADV Part 1 on the Investment Adviser Public Disclosure site (CRD 305188) for details on disciplinary or legal items. Parker Financial Advisors also maintains a formal succession agreement with a larger wealth manager (originally Buckingham, anticipated to transfer to Focus Partners Wealth) and outsources administrative functions to an EverSource affiliate, arrangements that bear on continuity and operational support.

To learn more about the advisors currently working at Parker Financial 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.