Michael’s inclusion in Barron’s Top 1,200 Financial Advisors highlights his dedication to his clientele, his nearly three decades of experience in the field, and his commitment to making an impact in the comprehensive wealth management industry.

From Shark Tank to Wealth Management | Lessons of Life and Entrepreneurship

The Move Brings Greater Access to Families Seeking Another Option to Help Fortify Their Retirement Strategy

Centurion will carry on the Rosin mission to provide top-tier tax compliance and advisory services to clients.

This relationship offers financial services and benefits for MSNVA members.

L1 Advisors, the pioneering wealth management platform that enables on-chain and non-custodial wealth management and advisory, is now available for any financial advisor, Registered Investment Advisor (RIA), or wealth manager to use with their clients.

The report notes that U.S. households currently hold over $29 trillion in untapped equity and highlights how homeowners may want to consider putting their assets to use.

Aldrich joins as the firm continues to grow its service offering and expand its footprint nationally in the coming years.

Corporate Performance Management solution provider's soaring growth attributable to unique rapid deployment methodology and dedication to customers

Sequoia and Origin are pleased to announce they have entered into a strategic partnership, combining Sequoia's total people investment offering with Origin's industry-leading financial wellness platform to bring world-class financial management and guidance to clients and employees.

Jana Seaman, serial entrepreneur and financier behind Solas Wealth was recently honored and recognized among the top 40 businesspersons under 40 by Gulfshore Business.

Katzenstein to build out Parallel's Trust Services offering.

Milner brings extensive experience in helping clients gain and maintain financial security through life transitions.

Solver to provide free access to $100,000+ of reports, dashboards, and budget forms

Demonstrating a deep commitment to their partner and referral channel business, Carrier brings over 18 years of industry experience to put Parallel Advisors on offense.

Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach.

Financial services company, Garner Tongyeong International announce the expansion of its sustainable financial services to both new and existing clients. The move to introduce more sustainable financial services comes from its repeated interest shown from its existing clients.

UC Berkeley Haas School of Business and Harvard University Alumna Has Joined Parallel Advisors as a Wealth Advisor