PARR Financial Solutions – a Fee-Only Financial Advisor and Registered Investment Advisor (RIA) – is dedicated to helping clients define and achieve their long-term financial 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 including baby boomers transitioning into retirement, families needing multi-generational wealth management and busy professionals, business owners, and corporate executives.
As personalized wealth managers, we specialize in: