Lance Parker Wealth Management

The firm provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and trusts, estates, and charitable organizations, overseeing about $37.55 million in client assets across roughly 67 relationships. Services include individualized Investment Policy Statements and implementation across mutual funds, equities, fixed income, ETFs, REITs and insurance products, together with hourly financial planning engagements.

Investment guidance is based on client‑specific Investment Policy Statements and a global asset allocation framework, and the firm employs both long‑ and short‑term trading strategies when appropriate. All portfolio management is performed in‑house rather than through third‑party managers, and client accounts are reviewed at least weekly by the firm’s managing member.

A distinctive feature is that nearly all assets are managed on a non‑discretionary basis (the brochure reports $37.55 million as non‑discretionary and no discretionary AUM), so the firm does not have authority to trade without client approval, which differs from many peers. The firm also requires clients to use its recommended custodians, processes advisory fee deductions with client authorization, and provides one‑time financial plans with additional plans or reports available for a fee.