Fiduciary Responsibility

We take a Fiduciary Approach as we advise clients in the areas of Tax Efficiency, Income Planning, Investment Strategy, Estate Planning & Optimizing Social Security. We show individuals and couples how to keep more of what they have accumulated and more fully protect, preserve and pass on their wealth. While doing so, we always have your best interests as the foundation of the services we provide.

Independent Advisors

We at Parker Wealth Management Group are Independent Advisors and are not beholden to work with any RIA, Custodian or Insurance Company that doesn’t meet our standards. Our duty is to serve our Clients First Through Independence. We conduct our business according to the highest standards of honesty, integrity, and fairness, ensuring our client’s best interests are always the foundation of any financial advice, partnering only with firms that agree with that philosophy.

Brookstone is our Registered Investment Advisory firm. Founded in 2006, they are Financial Advisor (FA) Magazine’s 2021 Top Ranking RIA Firm. After ending the year with over $7B Assets Under Management (AUM). We think of them as our backroom, fulfilling trades, compliance and any administrative support we require. They allow us to spend more time with our clients planning and act as the fiduciary backbone to our processes.

Our Fiduciary Partners

TD Ameritrade is our Third-Party Custodian where client funds are held for any assets we manage. It is important that any Independent advisor does not hold the funds themselves, but work with a