Aaron Parrish

CFP®

Level Wealth Management

President

Contact Me

Aaron Parrish

CFP®

Level Wealth Management

President

During retirement there are several high impact decisions to be made. You are only going to retire once so you must do it right the first time. You need an expert to help navigate and that expert should not have conflicts of interest. - Aaron Parrish, CFP®

Contact Me

336-355-1432

Website

Fiduciary Advice for a Flat Fee: Financial Planning | Investment Optimization | Tax Reduction

Aaron Parrish is a Greensboro, NC fee-only financial planner. Level Wealth Management presents a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns.

Aaron Parrish is a Certified Financial Planner™ based in Greensboro, NC. His goal of starting a client-first firm with foundations built on fairness and transparency came to fruition when he started LWM.

Upon graduating from Appalachian State University, he was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained invaluable experience creating financial plans for hundreds of BB&T clients. Most recently, Aaron was a Vice President and Senior Financial Advisor at Triad Financial Advisors. Besides his day-to-day role of managing client relationships, he also taught retirement planning courses at colleges and universities all over Central North Carolina.

Aaron has a true passion for helping people navigate the complex waters of retirement so that they may live their best lives with the resources for which they’ve worked so hard. After helping hundreds of clients happily retire, he is excited about narrowing his focus and providing a higher level of service to his clients.

When not working, Aaron and his wife Martha avidly travel with their two young children, Bradford (6) and Dottie (2). Besides traveling, Aaron loves reading, being an “animal saver” with Bradford and when presented, the occasional beach volleyball game.

Aaron Parrish 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.

Along with providing evidence-based investment strategies and financial plans that are stress tested, Level Wealth Management focuses on reducing taxes throughout retirement. This is achieved through multiyear strategies that coordinate opportunistic Roth IRA conversions and distributions from various account types with retirement income sources.

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

Specialties

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

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

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

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Aaron Parrish 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Aaron Parrish is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Aaron Parrish is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Aaron Parrish is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Dimensional Funds
    Level Wealth Management is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

Contact Aaron Parrish

336-355-1432

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Office Locations:

  • 204 Muirs Chapel Rd.
    Suite 100
    Greensboro, NC 27410

Level Wealth Management LLC (“LWM”) is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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