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

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

Parker Financial, LLC provides investment advisory and consulting services to individuals, trusts, estates and one-owner small businesses, with a client base that also includes charitable organizations and select institutional clients. The firm manages client portfolios and offers comprehensive financial planning, periodic newsletters, and educational seminars and workshops as part of its service mix. The firm’s investment approach emphasizes a long-term, tax-efficient framework using Modern Portfolio Theory for asset allocation and integrates environmental, social and governance (ESG) considerations. Implementation typically uses low-cost passive ETFs, equities and investment-grade fixed income, and the adviser prepares customized asset-allocation reports and monitors portfolios against client goals and risk tolerances. Distinctive features include its status as a woman‑owned, fee‑only independent adviser led by a single CFP professional and the firm’s active role in proxy voting and client-directed investment restrictions. Compared with many peers, Parker Financial’s offering of periodicals, public educational workshops funded by sponsor partners, and explicit service to charitable and institutional clients is uncommon for a solo independent adviser.

To learn more about the advisors currently working at Parker Financial, 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
Christine Parker profile photo Christine Parker
La Plata, MD
5
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