Parable Wealth Partners is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company focuses on providing comprehensive financial planning and investment management services tailored to the individual values and life goals of their clients, who are typically high-net-worth individuals and families. Their mission is to help clients use their wealth to live lives of meaning and purpose. Their services encompass retirement planning, investment strategy, estate planning, tax optimization, and charitable giving strategies.

Founded in

United States