Parsons Capital Management LLC

EST. AUM
$803,837,238

CONTACTS
2

CLIENT ACCOUNTS
1,830

Firm Details

Metro area Philadelphia
CRD Number 114494
Website parsonscapitalmanagement.com
Client types

Overview

Parsons Capital Management, LLC is an independent, fee-only financial advisory firm dedicated to providing personalized wealth management services. Based in New Hope, Pennsylvania, the firm specializes in creating tailored financial plans and investment strategies for clients with investable assets of $100,000 or more. Their offerings include retirement planning, tax-efficient investment management, estate planning, and cash flow management. The firm prioritizes a client-first approach, with a low client-to-advisor ratio ensuring personal attention. Parsons Capital Management's investment philosophy emphasizes long-term, disciplined strategies using diversified, low-cost portfolios aligned with individual client goals. As a fee-only advisor, they are free from conflicts of interest, focusing solely on the best interests of their clients. Their services are delivered with transparency, regular performance reviews, and flexible client engagement, whether in person or remotely.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Parsons Capital Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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