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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, understand your tolerance for risk, and identify your dreams and goals.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Each person is unique and has his/her own definition of financial independence, which means no one financial strategy is a good fit for everyone.
At Parrish Money Management, we strive to create a personalized financial road map to help guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Our educational approach takes the mystery out of investing, insurance, and wealth preservation.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Parrish Money Management, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.