About Parrish Team
We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Parrish team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.
Advisory Team
Client Service Team
Resources from our team
Blog
Thinking about retiring in Northern Minnesota? Discover 7 compelling reasons—from natural beauty to cost of living—why this scenic region could be your perfect retirement destination.
Blog
Dreaming of retiring to the cabin? Discover 7 essential steps to prepare financially, legally, and emotionally for a smooth and rewarding transition to your rustic retreat.
Blog
Most people equate open enrollment with health care, but this is a good time to reassess your overall benefit package in light of your retirement goals and financial situation's growing complexity.
Blog
A lot of people enter retirement having heard various colloquial “wisdoms” throughout the years, but not all of them are necessarily accurate.
Blog
Remote working options have made full-time lake living before retirement a reality for many families.