Parsec Financial Employee Directory

Investment ManagementNorth Carolina, United States51-200 Employees

Parsec Financial was founded by Bart Boyer in Asheville, North Carolina, in 1980. The firm added a Charlotte office in 1999, the Southern Pines office in 2014, the Tryon location in 2016, the Winston-Salem office in 2017, and a tax services office in 2018. Since its founding, the firm has grown dramatically, now formed by a team of 19 financial advisors and 70 employees. Parsec managed $3.9 billion in assets as of June 30, 2021.

Parsec Financial has a simple defining mission: We enable people to thrive by helping them attain and maintain meaningful financial security. To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management. 

Meeting our mission requires objectivity and independence. This is why we provide wealth management on a fee-only basis. Unlike broker-dealers, we do not sell insurance or investment products, nor do we receive commissions in exchange for recommending certain products. Instead, we earn our fees as a registered investment advisor (RIA) who must at all times act independently and exclusively in your interest.

This means that as our client, you have our exclusive allegiance. Your interests will never be compromised by the incentive of a commission or a limited selection of products and services. When you succeed, we succeed.

Important Disclaimers: https://parsecfinancial.com/privacy-policy/

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