Brad Parsons
Edge Capital Partners
Managing Director - Senior Financial Advisor
Brad Parsons
Edge Capital Partners
Managing Director - Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brad Parsons
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
Brad Parsons is a Dallas, TX fee-only financial advisor serving clients locally and across the country. Edge Capital Partners provides comprehensive financial planning to help entrepreneurs, business owners, and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brad Parsons is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brad Parsons is a Managing Director and Senior Financial Advisor with EDGE Capital Group. In his role, he is responsible for delivering comprehensive wealth management services to our clients.
Prior to joining the firm, Brad spent 13 years as a Private Wealth Advisor in the Investment Management Division at Goldman Sachs where he was responsible for managing over $2 billion in assets for a select number of individuals, families, and business owners.
Prior to his role as vice president at Goldman Sachs, Brad obtained his MBA from The Cox School of Business at Southern Methodist University. Before receiving his MBA at SMU, he played five years of professional hockey in the Washington Capitals organization of the National Hockey League. Brad has a BA in Economics from Princeton University where he was a four-year member of the Men’s Ice Hockey team and a member of the University Cottage Club.
In the community, he is an avid supporter of Teach for America and is a board member of Hockey Players for Kids, serving as a mentor to underprivileged children through academics and athletics.
Brad is married with two children, Connor and Caroline, and enjoys traveling, golf, and playing guitar.
At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions. Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.
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
Contact Brad Parsons
Office Locations:
-
3811 Turtle Creek Blvd
Dallas, TX 75219
