Why Us?

At Parsons Capital Management, LLC, It’s All About You

As a private advisory firm, we offer you service that is personal and exclusive. We aspire to have only a limited number of clients, but provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere.

• We take the time to understand your goals in life and how you feel about your money.
• We can advise you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances.
• Your financial plan shows you what you need to do to fund your goals in life.
• Your portfolio is tailored to your goals and your ability to withstand market losses.
• Investments are continuously monitored and you receive regular performance reports.
• You will understand everything we do for you—your investments, fees, and financial plan.
• As a fee-only advisory firm, our advice is not influenced by commissions or a corporate parent, so we are free to choose the right solutions for you.

Want to see more about what makes us unique?

How We Do Things