Parrish Financial is a second-generation financial planning firm led by Matthew Parrish, with over 20 years of experience in the financial services industry. The firm offers personalized and tailored financial advice to help clients achieve their individual lifestyle and financial goals. With a focus on long-term partnerships, Parrish Financial ensures that clients’ changing needs, goals, and aspirations are continuously reviewed and aligned with their financial plans.
Committed to providing sound financial advice, Parrish Financial’s team members have transitioned from larger firms to offer a more personalized approach while maintaining high professional standards and integrity. The firm’s philosophy revolves around working with clients to enhance their potential for financial success, drawing on over 40 years of combined experience. By being active members of professional associations and adhering to industry standards, Parrish Financial ensures optimal consulting services that meet or exceed clients’ requirements.
At Parrish Financial, the process begins with understanding clients’ needs and goals, followed by thorough research and analysis to develop a tailored strategy. The firm then presents clients with a detailed Statement of Advice, explaining recommended strategies and financial products. Implementation of the action plan is done in collaboration with clients, and regular reviews ensure the ongoing suitability of the financial plan as life circumstances evolve. With a focus on client success and satisfaction, Parrish Financial is dedicated to helping clients achieve financial security and peace of mind.