A complete list of active advisors currently associated with Patricia Heaton Parker, CFP

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This advisory firm provides fee‑only financial planning, modular planning, consulting, and discretionary portfolio management to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, charities, and businesses. It manages roughly $25 million for about ninety client relationships and offers virtual meetings alongside in‑person appointments; advisory compensation is fee‑only and primarily asset‑based rather than commission‑driven. The firm builds individualized portfolios using mutual funds, ETFs, individual equities and fixed‑income securities, favoring long‑term holdings with periodic rebalancing and a mix of fundamental and evidence‑based analysis; accounts are managed on a discretionary basis with regular (at least quarterly) reviews. Financial planning work ranges from comprehensive plans to single‑topic modular engagements and hourly consulting, and the adviser documents and accommodates client‑imposed restrictions and ongoing monthly planning arrangements. Two regulatory disclosure events are noted in the brochure: a temporary industry registration suspension in 2013 related to a procedural disclosure matter on a registration filing, and a 2023 consent decree with the Indiana securities regulator concerning prior registration while maintaining a place of business, resolved without admission of wrongdoing and with an administrative assessment. The firm also emphasizes client education through periodic workshops and guest‑speaker events and notes ancillary activities such as an ongoing writing project on advance directives, reflecting a broader focus on informational outreach beyond portfolio management.

To learn more about the advisors currently working at Patricia Heaton Parker, CFP, 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.