As a fully independent advisory firm, Parcion has the flexibility to deliver concierge planning that extends beyond portfolio management. We focus on the unique experiences of first-generation wealth creators, with a boutique family-office approach that engages every aspect of your financial life.
DONOR-ADVISED FUNDS — A PRIMER
What's Next? Podcast
Colby Bircher, VP of Charitable Planning at Fidelity Charitable, joins Terry Cook, to discuss the advantages and impact of donor-advised funds for charitable investing and philanthropic planning.
Forbes Top RIA Firms in America
Awards & Recognition
We’re proud to be ranked in the top RIA firms in America by Forbes | Shook Research and to be the top RIA in Washington State for 2022!
WASTE MANAGEMENT PHOENIX OPEN PGA TOUR
Client Exclusive Events
Exclusive access for Parcion clients to our Waste Management Phoenix Open PGA Golf Tournament event experience in Scottsdale, February 10th -12th 2023.