Parallel Advisors
Working alongside you every step of the way.
Working alongside you every step of the way.
Founded in 2006, Parallel is a prominent RIA serving clients across the country. We are a planning first firm providing innovative investment solutions with a fiduciary approach. We serve our clients with the highest standards of integrity, professionalism and excellence.
Our clients trust us as partners; we help solve the financial decisions impacting families and institutions. Our dedicated professionals span investments, tax advice, our trust company and family office, work with you to craft innovative investment strategies, transfer wealth, handle stock options, create and review long term financial plans, philanthropic goals and retirement solutions.
Plan for your future. Build your legacy. Start now.
Our decision to operate as a registered investment advisor forms the foundation of our business model. This structure is designed to minimize and manage conflicts of interest common in traditional Wall Street firms by establishing trust-based client relationships backed by legal requirements to always put your interests first.
We maintain complete independence in investment selection, avoiding proprietary products that create conflicts. This allows us to access low-cost index funds, evaluate manager performance objectively and construct customized portfolios based on your individual risk profile and financial goals.
Parallel Advisors operates as an owner-led partnership where all principals maintain direct alignment with client success. This collaborative structure ensures you benefit from our collective expertise while receiving personalized attention from advisors who are deeply invested in your outcomes.
Client assets are held with established independent custodians such as Fidelity, Schwab and Pershing, rather than by Parallel Advisors directly. This separation establishes security and transparency while helping minimize potential conflicts of interest, allowing us to focus entirely on providing objective advice.
Every aspect of Parallel Advisors has been thoughtfully designed to serve your best interests. From our legal structure as a fiduciary to our open architecture investment platform, from our collaborative team model to our choice of independent custodians—each decision reflects our commitment to transparency, integrity and delivering comprehensive solutions to our clients.
As an SEC-registered independent wealth management firm, we maintain the higher legal standards associated with the RIA designation. This means you can trust that our guidance is objective, our recommendations are in your best interest and our success is directly tied to yours.
We welcome the opportunity to discuss how our fiduciary approach and collaborative expertise can serve your wealth management needs.
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