Independent. Disciplined. Innovative.
Parallel Advisors is an SEC registered and compliant independent wealth management firm.
As true fiduciaries, we offer our clients an open array of investment solutions, fee-based and independent of any proprietary platforms.
As financial planners, we work with affluent individuals and families to achieve their financial goals by providing clear, concise financial planning coupled with sound portfolio construction and mindful asset allocation recommendations, sensitively personalized for each client.
At Parallel, we combine the best advisors and industry-leading technology in collaborative partnership to offer our clients a superior experience.
Not just another way to invest. A better way.