About Us
Mission
Our mission is to enhance the quality of our clients’ lives and bring prosperity and blessings to those we serve.
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The Parr McKnight Wealth Management Group has over 140 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
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 Advisors1 and to JOHN RUDI, Partner, on his selection to one of the 2022 Top Next-Gen Wealth Advisors Best-In-State1.
Take a look at their listings:
What Best Describes You?
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.
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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.
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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.
HOW WE HELPED
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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.
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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.
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Nonprofit
- 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.
HOW WE HELPED
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