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ABOUT US

ABOUT US

Personalized Financial Strategies for Your Future

We create customized investment and retirement plans to help you build and protect your wealth. Our goal is to provide expert guidance tailored to your unique financial situation. With a focus on long-term growth, we help you make informed investment decisions.

About Us

About us

We Help financial Advisors that exclusively serve

At Brian C. Parker Investment Advisor, we specialize in supporting financial advisors who exclusively serve high-net-worth clients seeking personalized investment solutions. With decades of experience in the industry, we understand the importance of individualized, one-on-one service that larger institutions often overlook. Our mission is to empower financial advisors by providing them with strategic insights, tailored investment approaches, and direct support to help their clients achieve true wealth. We believe that every advisor deserves a trusted partner who prioritizes genuine relationships and transparent communication. By leveraging our expertise and commitment to excellence, we help advisors navigate complex market conditions and deliver exceptional financial outcomes for their clients. Partner with us to elevate your practice.

Our History

Assets Under Management
$ 0 B
Office locations in US
0
Year founded company
1 0
Clients represented through our firm
0

Meet Financial Professional Advisor

What We Do

At Brian C. Parker Investment Advisor, we deliver comprehensive financial solutions tailored to your unique needs. Our expertise spans a wide range of services designed to help you secure and grow your wealth through personalized, one-on-one consultations. With a deep commitment to transparency and integrity, we work with you to create strategies that truly reflect your financial aspirations.

Financial Planning

Develop a clear roadmap to your financial future with detailed planning that aligns with your personal goals.

Retirement Planning

Craft a retirement strategy that ensures security and comfort in your golden years.

Insurance

Review and secure the right coverage to protect you and your family.

Investment Management

Optimize your investment portfolio with strategies designed for growth and stability.

Tax Planning

Maximize your returns and minimize liabilities with smart, proactive tax strategies.

Business Planning

Empower your business with tailored financial strategies that foster sustainable growth.

Meet our team

Tom Markowitz, PhD

Founder of Financ

John Goines

President and Chief Executive

Randy Wacek

Investment Specialist

James Burton

Chief Marketing

Michelle Brownstein

Chief Marketing

Brendan Erne

Chief Marketing

Mark Goines

Chief Marketing

Luis Aguilar

Chief Marketing