Welcome to our latest innovation to provide you with up-to-date information about your wealth management relationship with us. This app allows you to get information about your portfolio, any time, any place, using your smartphone or tablet. You are even able to access your full client portal if you wish!
Please remember that with great power comes great responsibility. So be sure your device is password or passcode protected before enabling this powerful resource.
About Parker Financial Advisors:
Life’s transitions are accompanied by financial uncertainty. We are personal wealth advisors committed to independent thinking and personalized service that is oriented toward your success. Parker Financial Advisors is a fee-only wealth management firm, headquartered in Houston, Texas, established over 20 years ago.
Fee-only means that we do not ever sell any type of financial product or receive any form of remuneration from anyone other than the fees paid to us by our clients. We act in our client’s best interest all the time; our full allegiance is to our clients.
Wealth management means that we incorporate financial planning, investment management and the coordination of your personal financial resources to help you achieve your goals. We use a systematic consulting process to uncover your most important goals and to design and implement a customized solution for you.
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