Parlin Advisors LLC

Parlin Advisors provides ongoing, discretionary portfolio management and financial planning to individuals — including high-net-worth clients — as well as to trusts and related entities such as family limited partnerships, limited liability companies, private foundations, and other business entities. For most clients the firm develops a financial plan using eMoney and implements portfolios intended to reflect each client’s objectives, time horizon, and risk tolerance; there is no stated account minimum.

The firm’s investment process is grounded in modern portfolio theory and a long-term trading approach, primarily using index-tracking mutual funds and ETFs, with occasional investments in individual securities when appropriate and requested by clients. Parlin Advisors also employs a third‑party manager for a tax‑aware indexing strategy and generally operates under discretionary authority to execute transactions on clients’ behalf.

What distinguishes the firm from many peers is its mix of client types and use of specialized implementation: in addition to individual and trust accounts it advises private foundations, family partnerships and business entities — client types that are less common for similarly sized independent advisers — and it integrates a separate tax‑aware manager to pursue after‑tax outcomes. The firm requires custody and execution through a single custodial platform and routinely handles fee deduction and proxy voting authority for accounts, with at least quarterly reviews and monthly reporting through the custodian.