Parrott Wealth Management
Parrott Wealth Management is an independent, fee-only, fiduciary
financial planning and investment management firm located in Austin, Texas. Our mission is to remove confusion, complexity, and worry from the financial planning and investment management process so you can enjoy your life.
Our process revolves around you and your goals starting with a conversation about your hopes, dreams and concerns. Your plan is a visual representation of your goals and it’s designed to deliver simple and effective strategies to help you strengthen your financial foundation.
Your plan determines your asset allocation and investment selection. Your portfolio will include low-cost, efficient mutual funds managed by Dimensional Fund Advisors and Vanguard. Your existing portfolio is analyzed, scrutinized, and stress tested to see how it performs during rising and falling markets. We also administer a fee audit to make sure you’re keeping most of what you earn.
Last, you’ll have 24/7 access to your accounts through T.D. Ameritrade and Morningstar. You’ll also receive our monthly newsletter and account reviews are done as often as you like. Thank you for visiting and we hope to hear from you soon!