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Enriching the Lives of Those We Serve
Committed to delivering exceptional value and service through impactful relationships
The Parsonex Story
WE STRIVE TO MAKE THE LIVES OF THOSE WE SERVE BETTER
JONATHAN MILLER | FOUNDER & CEO
Shared Philosophies with Individual Expertise
Our partners share a common vision and values when it comes to helping our clients succeed. Each of them focuses on unique interests and has a specialized area of expertise. This enables us to offer you a truly personalized experience, grounded in a unified mission and values.
Let us perfectly match you with an advisor who aligns with you and your financial needs.
Beyond Transactions,
a Relationship
We strive to be more than just a service provider; we aim to be a valuable part of your life's journey. Beyond the numbers, we are deeply committed to a culture of servant leadership, continuous personal and professional development, and teamwork. We're not just in the business of finance; we're in the business of making a lasting difference in your life.
Principles and Vision
We operate on a principle that goes beyond arithmetic: the whole is greater than the sum of its parts. In a truly synergistic relationship, the positive impact is not just additive but exponential. When we work together, leveraging each other's strengths and expertise, we create the best outcomes for you.
Discover the unique blend of unified vision and individual expertise that makes Parsonex an industry standout. We invite you to experience our client-first approach to planning, investing, and advice, where unity and diversity form the foundation of all we do.
We are committed to delivering exceptional service and value, fostering impactful and profitable relationships while consistently pushing boundaries to achieve excellence.
Affiliates
Parsonex is a family of companies that offer financial products, services and solutions across multiple channels to a variety of investors