Aaron Combs

CFP®

Parsec Financial

Financial Advisor

Aaron Combs

CFP®

Parsec Financial

Financial Advisor

Putting my client’s interest above my own shouldn’t be a point of differentiation, but it is. - Aaron Combs, CFP®

Independent, Fee-Only Financial Advisor Located in Charlotte, NC and Serving Clients Nationwide

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planningtrust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Aaron Combs is a CERTIFIED FINANCIAL PLANNER™ practitioner.  Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he earned a Bachelor of Science in finance with a concentration in planning. Aaron enjoys sports and travel in his free time.

Aaron Combs is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Aaron Combs is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Aaron Combs is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Aaron Combs

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Office Locations:

  • 227 W Trade St
    Suite 1840
    Charlotte, NC 28202

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