Parsec Financial Email Format

Investment ManagementNorth Carolina, United States51-200 Employees

Parsec Financial is an investment management firm founded in 1980 and based in Asheville, North Carolina, with additional offices in Charlotte, Southern Pines, Tryon, Winston-Salem, and a tax services location. The firm operates as a fee-only registered investment advisor, offering wealth management services that focus on defining clients’ financial goals and delivering long-term investment strategies aligned with those objectives. Its approach emphasizes independence and objectivity, avoiding commissions or product sell-through, and aiming to keep client interests exclusive and aligned with performance outcomes. The organization supports a client base seeking financial security through structured planning and ongoing investment management, and has grown over the years to manage billions in assets and to expand its geographic footprint. A notable recent development is its acquisition by Modera Wealth Management in 2023, which integrated Parsec’s advisory services into a larger East Coast platform.

Sign up for free to view info

Company overview Employee directory