Paraklete Financial, Inc.

Paraklete Financial provides integrated, fee‑for‑service financial planning to individuals, high‑net‑worth clients, businesses, trusts and estates. The firm’s six advisers serve a relatively small client base and do not manage client assets or sell financial products; instead they prepare comprehensive plans and coordinate implementation with outside investment, legal, tax and insurance advisers.

The firm’s work is tax‑centered and delivered by advisers holding CPA/PFS credentials who emphasize coordinated, long‑form planning and client education. Engagements are tailored and marketed through a network of professional referrers (CPAs, attorneys, bankers and financial advisers) and are billed as flat fee planning arrangements rather than percentage‑of‑AUM advisory relationships.

Paraklete is distinguished by its close ties to accounting practices: its advisers are CPAs who are employees, partners, or owners of independent accounting firms and many clients are shared with those firms. The firm also operates from multiple offices while offering a virtual unbundled multi‑family and single‑family office model, and it discloses that it does not accept commissions, participate in soft‑dollar arrangements, or provide discretionary portfolio management.