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  • parsecfinancial.com
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Parsec Financial is a fee-only registered investment advisor with $4.08 billion in assets under management as of March 31, 2022. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services..
Relevance: 4.1783743
  • moderawealth.com
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  • 16
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Modera Wealth Management, LLC (Modera) is excited to announce that the Parsec Financial (Parsec) team, headquartered in Asheville, NC, is joining Modera. The transaction creates one of the largest independent wealth management firms on the East..
Relevance: 2.7857628
  • moderawealth.com
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  • 16
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Since 1983, Modera's certified wealth management and fiduciary financial advisors have helped thousands of clients through investment management, estate planning, risk management, income tax strategy, retirement planning, and more. We are fee-only..
Relevance: 2.7857628
  • www.plannersearch.org
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Choosing a CERTIFIED FINANCIAL PLANNER™ professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many CFP® professionals specialize in working with certain types of clients, such as small-business owners,..
Relevance: 0.7245277