A complete list of active advisors currently associated with Parzych Financial Planning, LLC
Warmer can help you find a great advisor at Parzych Financial Planning, LLC or one who fits your needs even better.
The firm provides portfolio management, financial planning, selection of other advisers, and general consulting for individuals, high‑net‑worth clients, and various entities such as trusts and business entities. Services range from ongoing discretionary portfolio management to single‑subject planning and fixed‑scope consulting engagements. Investment decisions are informed by a mix of technical, quantitative, fundamental, cyclical and economic analysis, with model-driven inputs supplemented by professional judgment to implement both short‑ and long‑term strategies. The firm may use third‑party managers or platform services for portfolio construction and operates with discretionary trading authority for client accounts. Founded in late 2025, the firm had no assets under management and no active client relationships as of March 27, 2026, reflecting an early‑stage practice. The firm’s principal holds CFP certification and brings long experience in financial consulting, and the advisory relationship is linked to affiliated tax services and a licensed insurance practice — relationships the brochure discloses as potential conflicts of interest for clients to consider.
To learn more about the advisors currently working at Parzych Financial Planning, 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 |
|---|---|---|
Saco, ME
| 18
|
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