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.