PARKER WEALTH GROUP, LLC

Overview

Parker Wealth Group, LLC is a privately held limited liability company that provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and also offers hourly consulting engagements. According to the available dataset, the adviser is owned by an individual and does not present itself as an ESG-focused manager, a multi-state adviser, a pension consultant, or a capital allocator. Industry relationships noted in the record include ties with an accountant and an insurance company, which suggests tax and insurance products may be part of client delivery through those partnerships.

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Location & Offices