Discover a story about true wealth.
Through a collaborative and holistic approach to financial planning, Parable Wealth Partners works with you to gain confidence in your finances – giving you the freedom to put your energy where it matters most.
THE FIVE EXPRESSIONS OF WEALTH
So much more than dollars and cents.
True wealth can’t be found in finances alone. It’s in the time we spend with the people we love. And the gifts we choose to share with the world. At Parable, we help you take an expansive view, sparking joy and contentment in what we call the five expressions of wealth:
Attitude
Attitudes have been bestowed to you. How will you choose to make your inside out?
Time
Time has been granted for you. How will you form lasting moments with each breath?
Relationships
Relationships have been positioned around you. How will you build bridges to human connection?
Abilities
Abilities have been placed within you. How will you create using what has been created in you?
Finances
Finances have been entrusted to you. How will you find joy in helping people, causes, and charities you care about?
Our approach
Here to Serve
The same way a restaurant staff comes together to curate every aspect of a fine meal – exquisite service, lovely ambiance, and perfectly prepared food – our wealth activation teams work hand in hand to provide you with a truly integrated experience.
WEALTH ADMINISTRATION
Setting the Table
- Developing vision
- Cultivating brand
- Empowering core business
- Driving organizational health
WEALTH INTEGARTION
Planning the Menu
- Architecting solutions
- Simplifying advice
- Synthesizing data
- Providing subject matter expertise
WEALTH OPERATIONS
Preparing the Meal
- Enacting recommendations
- Fulfilling commitments
- Servicing requests
- Curating data & records
WEALTH COACHING
Delighting the Guest
- Telling a story
- Humanizing connection
- Building Trust
- Translating advice
Shared Mission. Shared Beliefs.
Each of our team members has unique gifts and expertise – and the thing that ensures those gifts get put to good use is our shared set of core values.
We are
Humble Servants
Full of Integrity
Grateful for everything
Passionate about our work
Sharers of wisdom
Emotionally intelligent
Collaborative in all actions
17 TEAM MEMBERS
70 FINANCIAL DESIGNATIONS
250 YEARS OF COMBINED EXPERTISE
Our Team
noun [ ˈperəb(ə)l ]
a simple and timeless story used to reveal a deeper truth
Our Name
We chose the name Parable because it speaks to our belief that within each person’s story, there is a deeper message of hope and contentment to be discovered.