A complete list of active advisors currently associated with Parr McKnight Wealth Management Group

Warmer can help you find a great advisor at Parr McKnight Wealth Management Group or one who fits your needs even better.

Parr McKnight Wealth Management Group provides personalized financial planning and discretionary and non‑discretionary investment advisory services to individuals (including high‑net‑worth clients), families, family offices, trusts, estates, private foundations and qualified retirement plans. The firm reports managing approximately $1.07 billion for about 441 clients and delivers ongoing portfolio management, financial planning and retirement‑plan advisory services through a team of ten advisors. PMWMG’s process centers on a customized financial plan that informs portfolio construction, relying primarily on fundamental analysis and a generally long‑term investment horizon while allowing shorter‑term trading where appropriate. Investment recommendations may include equities, government and corporate bonds, municipal bonds, ETFs, REITs, mutual funds, private funds/alternative investments and structured notes, and the firm may allocate assets to unaffiliated external managers or wrap platforms for certain accounts. Notably, the firm’s marketing materials and website reference endorsements and third‑party ratings in its advertising, which is less common among comparable team firms and is presented alongside its regulatory disclosures. The brochure also discloses that some representatives are licensed insurance professionals who may receive commission compensation, and that the firm uses institutional custodial and trading services (Trade‑PMR and affiliated clearing) and technology to support execution and reporting.

To learn more about the advisors currently working at Parr McKnight Wealth Management Group, 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.