Parsons Wealth Management

We are, Mark Bernard and Flor Santana and we decided to start our practice together in 1999 because we saw the benefit a husband-and-wife team can have for our clients. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our mission is to help our clients identify appropriate financial goals. Our values are to provide honesty, integrity and trustworthiness.

Independent financial advisor and certified financial planner for fiduciary investment management, flat fee planning and financial consulting. Providing wealth management for over 20 years one on one to families across the nation. We help make navigating your important financial decisions easier. A focus on putting the pieces of your financial life together from investing to taxes to retirement to college savings to protecting your wealth makes for fewer mistakes and greater chance of success. Call us today!