Your needs, your hopes, your dreams.
Our people, our expertise, our commitment to you as stewards of your wealth and financial well-being.
We are Parallel Advisors.
18+
Years in Business
$9B+
Under Management
50+
Investment Advisors
Private Wealth Management
Financial Planning
Investment Advisory
Wealth Strategy
Tax Strategy & Planning
Family Office Services
Private Investment Opportunities
Full-Service Wealth Management
Since 2006, Parallel Advisors has provided comprehensive financial planning, investment management, and advisory services.
Private Banking Services
Risk Management
Divorce Services
Estate & Legacy Planning
Trust Services
Philanthropic Planning
Pre-Transaction Planning
We are united by a shared vision: to deliver excellence, take care of people, and act with integrity while forging a trusted connection with our clients. We lead with financial planning and make smart investment decisions to ensure you meet your goals.
Private Market Investments
Sourcing opportunities not typically available to individual investors with direct access to institutional-quality private investments.
Private Wealth Management
Goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a fiduciary, our clients always come first.
