PARKER FINANCIAL ADVISORS LLC

Overview

Parker Financial Advisors LLC is an independent registered investment advisor formed in 2019 that works primarily with individuals and families. The firm delivers financial planning and portfolio management services for individual clients and small businesses on a fee basis tied to assets under management. Its practice is structured as an LLC and it runs predominantly discretionary relationships, indicating the adviser takes ongoing investment authority for most client portfolios. The firm does not position itself as an active ESG investor, does not operate as a multi-state adviser, and does not function as a capital allocator; instead it relies on third‑party investment vehicles for much of its exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices