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

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

Parker Wealth Management advises individuals, high-net-worth individuals and businesses, providing financial planning, tax planning and discretionary portfolio management across a wide range of instruments, including mutual funds, equities, bonds, ETFs, options strategies, REITs, MLPs and other alternative investments. The firm operates as a fee-only adviser and does not participate in wrap fee programs or receive transaction commissions. Investment decisions are guided by a longer-term focus that combines fundamental, technical and cyclical analysis, with the flexibility to employ short-term hedges or to hold cash and money-market positions during periods of volatility. Client accounts are reviewed continuously and at least quarterly by the sole advisor, supported by subscription-based economic, market and tax research. What distinguishes this firm is its concentrated practice model: a small number of client relationships with relatively large portfolios and an integrated offering that explicitly includes tax planning as part of advisory services. It also stands out for employing option strategies and various alternative investments for individual client accounts, and for recommending Charles Schwab as custodian while not taking custody itself; the firm is led by a CFP®-credentialed sole practitioner who handles all advisory and operational duties.

To learn more about the advisors currently working at Parker Wealth Management, 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.