Phone: 410-740-9011  |  Fax: 410-740-5603  |  Email: info@ParrFinancialSolutions.com
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  • Pro-active, Big Picture Financial Guidance with Attention to Detail

  • Keeping Clients Focused on Their Goals

  • Disciplined & Time-Tested Investment Management Process

  • Personalized Wealth Management Strategies

  • Boutique Practice with Large Firm Expertise

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  • Pro-active, Big Picture Financial Guidance with Attention to Detail

  • Keeping Clients Focused on Their Goals

  • Disciplined & Time-Tested Investment Management Process

  • Personalized Wealth Management Strategies

  • Boutique Practice with Large Firm Expertise

PreviousNext
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CFP® and Fiduciary Financial Advisor – Columbia MD

PARR Financial Solutions – CFP® and Fiduciary – is dedicated to helping clients define and achieve their long-term goals with a customized investment management strategy and a pro-active financial planning approach. We are based in Columbia, Maryland, in the heart of the Baltimore – Washington corridor and serve clients across the country..

PARR Financial Solutions brings big-firm expertise to a small firm personalized relationship, providing holistic financial guidance with attention to detail. Our role is to serve as the financial team captain helping our clients integrate and coordinate their financial affairs.  We work closely with other professionals such as estate planning attorneys, CPA’s, and insurance specialists.

We serve a Diverse Client Base before and during Retirement.

This includes baby boomers transitioning into retirement, families needing multi-generational wealth management and busy professionals, business owners, and corporate executives.

Portfolio Management & Financial Planning Solutions

As personalized wealth managers, we specialize in:

  • Investment Management & Tax-Efficient Portfolio Design
  • Retirement Planning & Distribution Strategies
  • Estate Planning & Wealth Preservation
  • Comprehensive Financial Planning

Unbiased, objective advice

We charge investment management and financial planning fees for our services and do not sell any investment products.  Our goal is simply to provide unbiased, objective advice in the best interest of our clients.

Latest News and Insights

Please CONTACT US directly to request a copy of our current Investment Outlook & Strategy Updates.

  • Investment Review & Commentary 2020 Q310/15/2020 - 3:29 am
  • New York Times – Stock Market Turmoil Took Toll on 529 College Accounts06/01/2020 - 2:04 pm
  • When Does A Revocable Living Trust Make Sense?11/15/2018 - 12:00 pm

Questions you may have…

  • Is my portfolio allocated appropriately to meet my goals?
  • Am I on track to retire?
  • Can I live comfortably in retirement?
  • Is a Roth IRA conversion right for me?
    For answers to these and other wealth management questions, please Contact Us
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    Client Login

    Contact us:

    Phone: 410-740-9011
    Fax: 410-740-5603
    Email: info@ParrFinancialSolutions.com

    Address:

    Parr Financial Solutions, Inc.
    10440 Little Patuxent Pkwy Suite 300 Columbia MD 21044

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