Vision
Our vision is to serve as a trusted leader in the community with a commitment to excellence and the financial planning process.
| Code of Ethics' Principles
Parker Financial, LLC has adopted the Certified Financial Planner Board of Standards, Inc. Code of Ethics' Principles.
You have the right to:
- a planner who has integrity
- objective advice
- a planner who is competent
- be treated fairly
- privacy
- a planner who is professional
- a planner who is diligent
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Philosophy
Because every family is unique, we take an individual approach to personalize our professional services to suit your family's needs. We are dedicated to delivering trusted advice, founded by a code of ethics, which integrates investment management and personal financial planning to help clients better manage, protect and transfer family wealth.
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Firm
Established in 2007, Parker Financial, LLC is a woman owned independent fee only registered investment advisory firm in Southern Maryland.
Parker Financial, LLC is a leading provider of personalized retirement planning and investment advisory services, specializing in helping women executives and entrepreneurs plan well to live well at every major milestone.
As a small boutique financial planning practice, the firm prides itself on offering a business niche in Southern Maryland that is focused on delivering personalized services to a limited number of clients. This unique advantage sets us apart and is valued by our clients, giving them attention and advice that they deserve, need and expect.
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