LANCE PARKER WEALTH MANAGEMENT

Overview

Lance Parker Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management geared toward individuals and small businesses. Its billing includes a percentage-of-assets fee model alongside the option for hourly charges. The adviser is not designated as a capital allocator, does not identify as an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives