We are an independent financial planning and investment advisory firm. Our passion is to help create an objective, financial perspective through a unique five-step financial planning process; enhancing goal-based investment selection, allocation and long-term results. Our ultimate goal is helping clients achieve complete financial wellness.
Cairns -- small stacked stones used as trail markers to guide people along a path. At Parker Advisory Group the cairn is our logo because we have marked the financial path for others to follow. Just as cairns are used to direct individuals to their destination, Parker Advisory Group can navigate and guide you along the path to your financial destination.
Parker Advisory Group is a trusted, financial leader for many successful business owners, entrepreneurs, individuals, and families across the country. With a Parker Advisory Group plan as a map to follow, you will gain perspective on the pathway toward achieving your goals and realizing your dreams.
So, what are your goals, and dreams? Your five-step journey will be richer knowing that your life’s passions and plans are driven forward with insight from Parker Advisory Group.