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 |
|---|---|---|
La Plata, MD
| 5
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")