A complete list of active advisors currently associated with Parlin Advisors LLC

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

Parlin Advisors provides ongoing discretionary portfolio management and financial planning, preparing most client plans using eMoney to map assets, liabilities, income and expenses. Its client base includes individuals (including high‑net‑worth clients), trusts and related family entities, and it also serves pooled investment vehicles, business/corporate clients, and charitable organizations. The firm applies modern portfolio theory and a long‑term trading approach to implement diversified asset allocations primarily using index‑tracking mutual funds and ETFs, with individual company securities used only on an exception basis with client input. Parlin Advisors also employs a third‑party manager for a tax‑aware indexing strategy, requires discretionary trading authority, and uses Schwab Institutional for custody and execution. Parlin Advisors reports $68,234,832 in discretionary assets under management and provides monthly custodian reports with online access; it does not participate in wrap fee programs or accept performance‑based fees. Compared with many independent advisers, it is unusual for a firm of this scale to serve pooled investment vehicles, corporate/business clients, and charitable organizations while outsourcing tax‑loss harvesting and tax‑aware indexing to a specialist manager.

To learn more about the advisors currently working at Parlin 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.