At Parr McKnight Wealth Management Group, we believe that a life lived with passionate clarity is one of the most powerful things there is. Our mission is to enhance the quality of our clients' lives and bring prosperity and blessings to those we serve. With over 140 years of combined experience, our team of highly trained and qualified professionals is committed to helping you plan effectively, invest wisely, and map a realistic course for your future years.
Our Story
The Parr McKnight Wealth Management Group has a long history of providing trusted advice to a select number of families and institutions. Our team, led by Tony Parr, Brian McKnight, and John Rudi, has been recognized by Forbes Magazine as one of the 2023 Forbes Best-In-State Wealth Advisors and Top Next-Gen Wealth Advisors. We are committed to helping our clients achieve their financial goals and live the life they have always dreamed of.
Our Services
We offer a comprehensive range of services designed to help our clients achieve financial clarity, confidence, and structure. Our services include:
- Wealth Management: We help our clients manage their wealth effectively, making sure they are on track to achieve their financial goals.
- Investment Planning: Our team of experts will work with you to create a customized investment plan that aligns with your goals and risk tolerance.
- Retirement Planning: We help our clients prepare for retirement, ensuring they have a steady income stream and can maintain their lifestyle.
- Estate Planning: Our team will work with you to create a comprehensive estate plan, ensuring your loved ones are protected and your legacy is preserved.
Who We Help
We work with a variety of clients, including:
- Business Owners: We help business owners manage their personal wealth, diversify their assets, and plan for succession.
- Professionals: Our team works with professionals to create a comprehensive financial plan, balancing competing priorities and establishing an after-tax savings strategy.
- Retirees: We help retirees establish a portfolio for retirement, generating income and maximizing Social Security benefits.
- Starting Out: Our team works with individuals starting their careers, creating a plan for income and expense management, debt management, and purchasing a home.
Our Core Values
At Parr McKnight Wealth Management Group, we are committed to our core values of:
- Clients First, All the Time
- Trust & Integrity
- Commitment to Excellence
- Growth Through Continuous Improvement
- Fun & Positive Family Culture
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