01. About Us

We act in your best interest. We are responsive and have an excellent team to support your needs. Simply put, we strive to be your trusted advisor.

02. Are We a Good Fit?

If you are an investor seeking a collaborative relationship, meaningful conversations about your wealth, and you are interested in implementing a plan tailored for you, then Parallel Financial Advisors is a good fit for you.

03. Our Process

A strong planning process is the best way to create a financially secure plan. It is crucial to create a financial plan that protects your current needs, and that prepares you for the future in a tax efficient manner.

Our Services

 

Retirement Planning

Our goal is to work with you to craft your ideal lifestyle by building, managing, and preserving your wealth.
 

Investment Management

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
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Our Team

Our Team at Parallel Financial Advisors

Meet Our Team

We’re your team, dedicated to helping you move along your financial journey.

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Recent Blog Posts

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A Guide to Pensions & Retirement Benefits

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially...

Retirement nearing? Do these 5 things first.

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

4 Financial Mistakes to Avoid this Spring

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
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