Story
The Parr McKnight Wealth Management Group has over 180 years of combined experience as a trusted advisor to a select number of families and institutions. We are committed to helping you plan effectively, invest wisely, and map a realistic course for your future years.
Core Values
-
Clients First, All the Time
-
Trust & Integrity
-
Commitment to Excellence
-
Growth Through Continuous Improvement
-
Fun & Positive Family Culture
About Us
CLARITY.
Get your arms around all your financial affairs. It is also the capacity to see your situation in fresh and revealing ways and to identify issues often overlooked.
CONFIDENCE.
Know that you have a plan in place and that you are on track in pursuit of your life’s goals.
STRUCTURE.
Have your financial affairs thoughtfully and thoroughly organized, guided by a highly-trained and qualified team of professionals.
What Best Describes You?
Congratulations
to both TONY PARR, Partner & BRIAN MCKNIGHT, Partner, as they have once again been recognized by Forbes Magazine as one of the 2023 Forbes Best-In-State Wealth Advisors and to JOHN RUDI, Partner, on his selection once more as one of the Top Next-Gen Wealth Advisors Best-In-State for both 2022 and 2023!*
Take a look at their listings:
BUSINESS OWNER
-
Diversifying wealth outside of the business
-
Succession planning
-
Improving company retirement plan
As an entrepreneur you have built a business from the ground up and now have several employees that depend on you for their well-being. As profits have continued to rise so has the complexity of managing the business. You want to make sure that your personal wealth is being managed effectively and that your company is continuing to grow.
RETIREMENT
-
Establishing a portfolio for retirement
-
Generating income in retirement
-
Working to maximize Social Security
As someone who is preparing for retirement, you know your lifestyle will begin to change. Soon, you will stop earning a paycheck and start to fund your lifestyle with the hard-earned dollars you’ve amassed throughout your career. You want to check all of the items off your bucket list while making sure that you don’t outlive your money.
PROFESSIONAL
-
Lacking a comprehensive plan and strategy
-
Balancing competing priorities
-
Establishing an after tax saving strategy
As a professional you have made a career for yourself in a company and are working hard to increase your wealth. You have started a family and want to make sure that they are protected and that you will be able to provide for them as they continue to grow.
STARTING OUT
-
Income & expense planning
-
Managing debt
-
Purchasing a home and starting a family
As someone early in your career who has recently married and received their first job promotion, you’re looking to make sure that you’re on the path to creating long term wealth. With a lot of major purchases on the horizon, you’re in search of advice on understanding where your money is going, how to effectively manage your debt and how you can afford the lifestyle that you want.
PENSION PLANS
-
Improving investment policy
-
Reviewing investment allocation
-
Working to receive consistent benefit level increases
As a Board Member for a local pension plan, you’re trying to do what is best for all of the members of the plan. You want to make sure that your plan is aligned to the goals of the members.
*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
NONPROFIT PLANS
-
Establishing an investment policy
-
Consolidating and simplifying account structure
-
Striving to improve investment allocation
As a board member of a nonprofit who recently completed an extremely successful fundraising campaign, you’re looking to position your organization for current and future success. You want to make sure that your investment plan is aligned with the goals of the organization.