Phillip Hanks, CFP® - Parabla LLC
Why pick this one
Phillip Hanks, CFP® - Parabla LLC provides fiduciary portfolio management with custom conservative-to-aggressive models and accounts generally held at Schwab or Altruist.
Best for
- Clients seeking ongoing portfolio management
- Investors interested in combined passive and active strategies
- Clients needing portfolios aligned with investment objectives, time horizon, and risk tolerance
- Clients seeking financial planning from a CFP®
Specialties
- ongoing portfolio management
- financial planning
- ETF portfolio management
- individual stock portfolio management
- custom conservative-to-aggressive portfolio models
Certifications
- CFP® (Certified Financial Planner)
- Registered Investment Advisor
What makes them different
- Phillip Hanks is a CFP® and founder of Parabla LLC
- Parabla is a fiduciary Registered Investment Advisor
- Portfolio models range from conservative to aggressive based on the client's Investment Policy Statement
- The investment approach combines passive and active management
- Individual accounts are generally held at Charles Schwab or Altruist
Distilled from this business's own website.
Contact & Location
- Address
- 8004 Linville Rd Ste D-3, Oak Ridge, NC 27310
- Phone
- 3368032825
- Website
- http://www.parabla.io/
- phillip@parabla.io
Services
- wealth management
- investment management
- financial planning