Parker Wealth Group, LLC

Overview

Parker Wealth Group, LLC is a privately held limited liability company run by an individual owner that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly billing for advisory work. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a capital allocator or pension consultant in the available records. The dataset classifies the firm as "Unclassified." The firm maintains formal industry relationships with an accountant and an insurance company, which are noted as affiliations in its profile. Services documented in the record focus on comprehensive financial planning and discretionary or non-discretionary portfolio management for private clients rather than institutional mandates.

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Investments & Alternatives

Location & Offices