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Welcome to Parker Advisors! We aim to guide our clients through life's many transitions. Whether you are planning for retirement or the future of your estate, adjusting your lifestyle to a fixed income, or paying for college, your financial landscape is constantly evolving. By helping you define and envision your goals we aspire to be a valuable resource for clients as we create a personalized plan for every portfolio.

We partner with our clients by asking the right questions, listening to concerns, and understanding life's priorities. As we build a custom plan that’s unique to each situation, we use our knowledge as financial advisors and tax professionals to help ensure each strategy is tax efficient. As a true wealth management partner, you can rely on us to develop and monitor a customized plan. We will oversee every step of your dynamic financial strategy, keeping you informed as details change.

Tax Smart Investing

Tax Smart Investing

By leveraging tax and financial advisory experience Parker Advisors will optimize your financial plan to ensure it is working cohesively with your present tax situation. Thoughtful planning, tax smart strategies and optimized investments allows a greater portion of your earnings to be prioritized to your goals.

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Retirement Income Planning

Retirement Income Planning

Diligent, ongoing planning and goal setting are necessary when planning for retirement income. Together we review future income needs, evaluate employer-sponsored plans, review IRA rollover/distribution plans and integrate other retirement vehicles to address your income’s sustainability.

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Our Team Approach

Our Team Approach

Parker Advisors uses a comprehensive, team based approach to help educate, inform and empower clients helping them meet their current financial needs while working towards future goals. Together we aim to simplify the process of navigating the often complex subject of tax-focused financial planning by providing guidance and sound advice.

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"All financial success comes from acting on a plan."

- Nick Murray

Our Core Values

Our Core Values

When working with the team at Parker Advisors, your goals are our goals.  Our friendly and helpful staff is always ready to assist you. If it is important to you, it is important to us! We strive to build lasting relationships with our clients and are a friendly face in the community. We have fun and are passionate about educating, illuminating, empowering, and inspiring our clients to achieve their goals!

Dedication

Dedication

Parker Advisors has a rich history of providing specialized tax-focused financial advice to our diverse clients for over 70 years. As mainstay in our industry you can rely on our team to help simplify the seemingly complex disciplines of Tax-Smart Retirement Income Planning and Tax-Smart Investing.

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