FAQs

Parrott Wealth Management is a fee-only investment management and financial planning firm.  We work with individuals who want to live a purposeful retirement.

I am a Certified Financial Planner practitioner and have held this designation since 2003.

I have been practicing as a financial advisor and financial planner since 1989.

Yes.  I am a fiduciary.

A Registered Investment Advisor is defined by The Investment Advisers Act of 1940 as a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications." An investment advisor has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the clients' best interests. (Investopedia)

Yes. In addition, there’s no obligation to work with Parrott Wealth Management after the completion of your financial plan.

Yes. I can help you set up your company retirement account.  I can assist you with investment selection, asset allocation and contribution amounts.

Yes.  I provide educational workshops to corporations and their employees.   The workshops cover retirement planning,  investment management, or financial wellness.

Yes.  I can help you and your company set up a 401(k) plan or any other type of corporate retirement account.   I can act in a 3(21) or 3(38) fiduciary capacity.

I focus on retirement planning, financial planning and investment management.

No. I work with individuals who want or need help with retirement planning, financial planning or investment management.

I do not.  The financial plan is a stand-alone service.