Insights

Fee-only niche Target firms and high-net-worth individuals seeking fiduciary, fee-only advisory models across the country, emphasizing independent wealth management and comprehensive financial planning.

Baltimore corridor Leverage regional presence in Columbia, Maryland to engage local high-net-worth networks, attorneys, and trust services, while expanding outreach to nationwide clients via digital channels.

Growth potential Revenue range indicates a small-to-mid sized practice with room to scale; pursue partnerships with custodians, robo-advisory integrations, and white-label investment solutions to accelerate assets under management.

Technology stack Utilize existing tech like Microsoft 365 and Google Analytics to strengthen client experience, marketing analytics, and compliance; explore enhancements with privacy-focused tools and digital onboarding to attract new clients.

Recognition leverage Capitalize on past awards such as Top Financial Advisor in Baltimore to build credibility in marketing collateral, referrals, and targeted outreach to prospective clients seeking trusted independent advisors.

Similar companies to Parr Financial Solutions, Inc.

Parr Financial Solutions, Inc. Tech Stack

Parr Financial Solutions, Inc. uses 8 technology products and services including Google AdSense, Amazon Web Services, Open Graph, and more. Explore Parr Financial Solutions, Inc.'s tech stack below.

Parr Financial Solutions, Inc.'s Email Address Formats

Parr Financial Solutions, Inc. uses at least 2 email formats:
Parr Financial Solutions, Inc. Email FormatsExamplePercentage
FMLast@parrfinancialsolutions.comJMDoe@parrfinancialsolutions.com
50%
First.Last@parrfinancialsolutions.comJohn.Doe@parrfinancialsolutions.com
50%

Frequently Asked Questions

What is Parr Financial Solutions, Inc.'s phone number?

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You can contact Parr Financial Solutions, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Parr Financial Solutions, Inc.'s official website and social media links?

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Parr Financial Solutions, Inc.'s official website is parrfinancialsolutions.com and has social profiles on LinkedIn.

How much revenue does Parr Financial Solutions, Inc. generate?

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As of July 2026, Parr Financial Solutions, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Parr Financial Solutions, Inc.'s SIC code and NAICS code?

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Parr Financial Solutions, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Parr Financial Solutions, Inc. have currently?

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As of July 2026, Parr Financial Solutions, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include President: C. P. P. and Financial Planner / Financial Advisor: G. J. Explore Parr Financial Solutions, Inc.'s employee directory with LeadIQ.

What industry does Parr Financial Solutions, Inc. belong to?

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Parr Financial Solutions, Inc. operates in the Investment Management industry.

What technology does Parr Financial Solutions, Inc. use?

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Parr Financial Solutions, Inc.'s tech stack includes Google AdSense, Amazon Web Services, Open Graph, WordPress, Microsoft 365, Google Fonts API, React and jQuery.

What is Parr Financial Solutions, Inc.'s email format?

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Parr Financial Solutions, Inc.'s email format typically follows the pattern of FMLast@parrfinancialsolutions.com. Find more Parr Financial Solutions, Inc. email formats with LeadIQ.
Parr Financial Solutions, Inc. logo

Parr Financial Solutions, Inc.

Investment ManagementMaryland, United States0-1 Employees

Parr Financial Solutions, Inc. is a fee-only investment management and financial planning firm. It provides financial consulting and investment management services to individuals, families, and trustees nationwide. Based in Columbia, Maryland, the firm sits in the Baltimore–Washington corridor. Its service areas include portfolio design, retirement planning and distribution strategies, estate planning and wealth preservation, and comprehensive financial planning. The firm operates as an independent, fee-only advisory from its Columbia base, serving clients across the United States. In 2018, Parr Financial Solutions was named a Top Financial Advisor in Baltimore for the second consecutive year.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Parr Financial Solutions, Inc.'s revenue is estimated to be in the range of $1M - $10M

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