Our Goal Is Simple: To Help You Achieve Yours

The Parsonex team is committed to helping families plan towards achieving their financial goals and dreams through long term planning, sound financial strategies, and advice from a financial advisor.

As an independent firm, we have access to highly competitive products from a variety of product partners. We take the time to get to know you, develop long term relationships, and provide excellent service.

We’ve seen a lot of difficult markets come and go. We can certainly empathize with people who find the current environment troublesome and disturbing.

Let's see if we are a good fit for your financial needs.