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

Recent Blog Posts

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter about market downturns and fiscal squabbles in Washington has reached a fever pitch. So, let's break it all down for better understanding.

November is Healthy Lifestyles Month

We all know the basics: eat good food, get enough good, quality sleep, get some exercise. But as we head into the holidays and winter weather, it can be harder to check all these boxes. The good news is that there isn’t only one way to create your healthy lifestyle – and incorporating even a few of these tips can make significant impact on your physical and mental health.
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