Parish & Company LLC

Parish & Company is a fee-only registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses. Services include portfolio management, cash‑flow and tax planning, education and retirement planning, and periodic net worth and performance reporting.

The firm employs a strategic asset allocation approach with global diversification, using no‑load or low‑load mutual funds, ETFs, individual equities and fixed‑income instruments, and documents client objectives in investment policy statements that may include client‑imposed restrictions. Clients receive regular account reviews and ongoing implementation of planning recommendations, with tailored advice communicated through periodic reports and consultations.

Compared with many solo independent advisers, Parish & Company manages a relatively concentrated client roster with a substantial amount of assets under management, reflecting a focus on individualized, long‑term planning relationships. The firm emphasizes independence and transparency — it is strictly fee‑only, does not accept commissions, does not participate in IPO allocations or soft‑dollar arrangements, and generally does not vote client proxies (clients are expected to vote their own proxies unless assistance is requested).