Get to Know Us
The name Parity Capital Financial came from a question:
What do people really want in life?
We realized that in the simplest form people just want to be happy and have balance, Parity in their lives. They want to make the most of their Capital, whether it’s their money, relationships, family, having fun, resources, work, or health, and they want to know they’re Financially ok.
That’s why we do financial planning because it’s the best way to help people achieve Parity in their Capital and Finances.
Our mission is to provide clarity and insights that empower our clients to take control of their finances. We serve clients by helping align their financial decisions with personal values, optimize wealth, maximize resources, and reach individual goals.
But beyond strategies and advice, this page is a reflection of who we are.
Thank you for being here. We appreciate you taking the time to explore and connect with us.
Our Success Is Based On Partnerships
.png){kind=logo}
As part of the independent broker-dealer and registered investment advisers Osaic, we have access to a wealth of research, resources, and industry connections. This means we can provide our clients with the highest level of support and tailored financial solutions.
National Financial
Services (NFS)
We work with National Financial Services which is a Fidelity® Investments Company and is part of the Institutional Brokerage Group of Fidelity® Investments, the third largest correspondent clearing firm in the United States. NFS may provide trade execution, clearing, and other related services for your brokerage account.
.png)
