A Partner at Commonwealth Financial Group, Parker has provided principled financial advice to his clients for nearly a decade. He works with his clients through an intentional wealth building process that focuses on the why behind important investment and financial decisions. Parker’s enthusiasm for financial planning and investment advice stems from personal experiences growing up where money was sometimes seen as a barrier to achievement. He believes that if spent wisely, money can be a great tool to help his clients achieve success in life, however they define it.
Parker graduated from Norwich University – The Military College of Vermont, with a BSBA in Finance and Economics. While enrolled at Norwich University and completing his ROTC requirements, Parker started his financial planning practice, applying the principles and values that were instilled in him there: service to others before self, integrity, and having an intense desire to learn, to name a few. His practice and his acumen for financial advice quickly progressed from the days post graduation to its current state, serving over 200 individuals and families throughout New England and the United States. Although he enjoys his in-person interactions with his clients, Parker’s practice has been capable of providing advice remotely since day one.
Providing the high level of investment and financial planning advice to his clients is not done alone. It is not reasonable for one person to be an expert in all areas of finance when giving comprehensive advice. For this reason, Parker enjoys a partnership with the Commonwealth Financial Group, where he collaborates with subject matter experts in the areas of investment, tax, legal, and insurance to ensure that he is providing world-class guidance to his clients. This also ensures diversity of thought and opinion to challenge the status quo of how things should be done while not losing sight of the principles of sound financial advice.
Parker is constantly thinking about his clients money, and their progress towards their goals, so that they don’t have to. More importantly, Parker provides answers to his clients, especially to the questions they didn’t know to ask. When not working, Parker is probably running. He is an avid marathoner, and appreciates the challenge of physically demanding tasks. You could also say that his running allows him to pursue his other passion–food. Cooking on the other hand, well that is one area that he has plenty of learning left to do.
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