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

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How Hindsight Bias Hurts Investors

How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With...

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.

How to Stop Subconsciously Sabotaging Your Financial Goals

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.
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