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Parsons Financial Advisors

EST. AUM
$212,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Portland, OR
CRD Number
Website parsonsfa.com
Client types

Overview

Parsons Financial Advisors is an independent wealth management firm that serves individuals, families, and business owners across rural Oregon and the US. Operating under the RIA &Partners, LLC, the firm provides comprehensive financial planning, investment management, and specialty advice for PERS members (Public Employees Retirement System). The firm is dedicated to building long-term relationships, simplifying financial planning, and using multiple asset strategies to build custom, goals-based solutions.

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Alternative Activity

Address

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

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