It’s an honor to be recognized by Barron’s Advisor as one of the nation’s Top Advisors.

Congratulations to Terry Cook, CFP®, CIMA®, CEO and Managing Principal, and the entire team for their leadership and dedication to creating the greatest impact.

We are grateful to our partners and the business owners, families, and communities we serve for placing their trust in us.

It is a privilege to build the future together, looking forward to What’s Next!

 

Terry Cook, CFP®, CIMA® was ranked #8 in Washington State on Barron’s annual Top 1,200 Financial Advisors in America list, issued on March 7, 2025 by Barron’s. The award is for the year 2025 and is based on data as of September 30, 2024. Barron’s ranking methodology includes three major components: assets under management, revenue produced, and quality of practice. Advisors complete a 102 question survey, and Barron’s verifies the data with firms and regulatory databases. Qualitative factors include experience, credentials, team structure, philanthropic work, and compliance records. Investment performance is not a criterion. Barron’s does not receive compensation in exchange for placement on the ranking. For more information, please see Barron’s Methodology. Parcion Private Wealth paid no compensation directly or indirectly in connection with obtaining or using the third party rating.