Michael Ziemer

CFP®

Parsec Financial

Partner

Michael Ziemer

CFP®

Parsec Financial

Partner

In a marketplace riddled with conflict, I feel that it is more important than ever to operate as a fee-only financial advisor. In my opinion, the only way to provide holistic wealth management as a fiduciary is within a fee-only structure. - Michael Ziemer, CFP®

Independent, Fee-Only Financial Advisor Located in Asheville, 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.

Michael Ziemer is a CERTIFIED FINANCIAL PLANNER™ practitioner and has completed professional studies at the College for Financial Planning®. In addition to earning a Bachelor of Business Administration degree in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. Prior to joining the firm in 2004, Michael worked as an investment representative for Charles Schwab & Co., Inc. Michael enjoys spending time with his wife and three children and also coaches for Myers Park Trinity Little League.

Michael Ziemer 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)
    Michael Ziemer 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)
    Michael Ziemer 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 Michael Ziemer

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Office Locations:

  • 227 West Trade Street
    Suite 1840
    Charlotte, NC 28202

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