About Us
As a Fee-only Financial Planner and Advisor that works with clients nationwide, Parkhurst Wealth Management, PC (“PWM”) is committed to building long-term client relationships and serving as your Personal Financial Manager.
You may have had previous experiences with Financial Advisors, consultants, or planners that provided advice but lacked the commitment to implement and service your financial plan through the years. At PWM we provide unique financial strategies with the discipline to assist you in the ongoing management of your financial plan. In addition, we are Fee Only Financial Planners and perform Practice Valuation, divorce planning, divorce financial analysis and Estate Planning as Certified Public Accountants that understand the technical implications and strategies related to the implementation of your financial plan and not just the big picture.
Many clients wish to have their tax, accounting, financial planning and investment management all under one umbrella so that they have few advisors to work with and a more streamlined plan implementation. We offer this as an option to our clients through Parkhurst Wealth Management, PC and Parkhurst & Associates, CPA, PC.
Other clients wish to have only certain aspects of their financial plan monitored by a financial planning professional. No matter what your wishes are, we can customize a level of service to help you reach your financial goals.