We provide actionable advice to strengthen your long-term financial position and give you the confidence to live fully today.
We evaluate your overall financial situation and provide advice to help you reach your goals.
Our client portfolios are built on Modern Portfolio Theory and are supported by thorough academic research.
Life happens, and we're here to help make sure you stay on the best path.
It's not all Science
Just because something's "optimal" doesn't mean it's comfortable. We work to find the best plan that allows you to sleep soundly.
You may be surprised to learn that many financial services professionals have no obligation to place their clients' interests and well being ahead of their own.
As sworn fiduciaries, we do. This means that when possible, we avoid conflicts of interest in our advice. More specifically, we earn no compensation via commissions or product sales, so you can be confident that our advice is unbiased and objective.
Simply put, we will always have your best interest in mind.
We'll help to define your needs, wants, and wishes for today and the future, and coordinate tax, retirement, investment, estate, and healthcare planning to ensure you are on the best course.
Our investment approach is tailored to each client's unique circumstances, but it is always disciplined and supported by academic research. We strive to optimize returns and risk through diversification, and minimize the amount of gains forfeited to taxes.
Parker Financial Planning, LLC was established in 1999 to provide objective, fee-only financial planning advice and investment management services. Our offices are located adjacent to the scenic Mystic River Park and drawbridge in the center of town.
Who We Serve
Our typical client is enjoying retirement or is within 10 years of it, with savings of at least $250,000. They understand that their long term financial health depends on a professional, measured investing approach and a willingness to re-evaluate their position relative to their objectives.
Theodore L. Parker, President
Ted is a Certified Financial Planner® (CFP) with over thirty years of experience in financial services. Prior to establishing Parker Financial Planning, he was a Vice President at J.P. Morgan Chase Bank in New York City, responsible for client relationships with multinational corporations.
Mr. Parker earned a Master's degree in international business and finance from the Fletcher School at Tufts University, and graduated Phi Beta Kappa from Reed College in Portland, Oregon. He also graduated with honors from Phillips Exeter Academy, New Hampshire.
Mr. Parker is active in a number of civic and professional organizations, including the Estate and Tax Planning Council of Eastern Connecticut, and the Rotary Club of Mystic. He is married with two children and a chocolate labrador retriever. In his free time, Ted enjoys sailboat racing, hiking, and mid-century architecture.
Bryan J. Watts, Financial Advisor
Bryan is a Certified Financial Planner® (CFP) candidate with over 10 years of experience in the financial services industry. Prior to joining Parker Financial Planning, he worked closely with institutional asset managers in supporting the equity and fixed income research process and evaluating portfolio performance.
Mr. Watts completed an honors Economics degree from Boston College in Chestnut Hill, Massachusetts, with a focus on capital markets and statistical analysis. Prior to this, he graduated from the Williams School in New London, Connecticut.
Bryan is an active member of the Eastern CT chamber of commerce. He is married with two children, and spends his free time with his family, playing tennis, and trying to keep up with his yard.
Call, Email or Visit
28-G Cottrell St.
Mystic, CT 06355