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.

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Some stories hide the truth about finances.

Because of the stories we’re told, fear, shame, and confusion can set in when it comes to finances. These emotions hide the true meaning of wealth.

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We believe you can tell a better story.

A story about the abundance of wealth and all the ways it shows up in your life. 

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Because true wealth is about more than just your finances.

It’s about the joy of sharing your gifts with the world. After all, the more you share, the more you have.

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?

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 Integration

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

parable
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.

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