A view through trees from the Cascades, not far from where Parsons Financial offers financial and estate planning to Cottage Grove Families.

Why Choose Parsons Financial Advisors

Our values run deep.

Honest work, lasting relationships, and commitment to our community define how we serve our clients. We believe in face-to-face service—meeting in our offices or virtually—because relationships matter more than transactions.

Our Clients

Everyone deserves a financial partner who listens and cares.

From loggers and PERS members to business owners and multi-generational families, we serve people throughout rural Oregon and the US who value straightforward guidance and personal relationships.

A view of Mt. Hood in Oregon, the home state of Parsons Financial, a financial planning firm helping Oregon families make use of their PERS benefits

Pre-Retirees & Retirees

We help you understand your income sources, create strategies for your savings, and can adjust as life evolves.

PERS Members

We help you understand your benefits, coordinate them with your other savings, and create a retirement income plan.

Legacy Builders

We help you plan for education, retirement, and lasting family wealth across generations.

Blue Collar & Affluent

We serve hardworking Oregonians across the income spectrum. Your goals matter to us.

Our Services

We believe our job is to find the right strategy for you.

Every client has different goals, comfort levels with risk, and timelines. We use multiple strategies to build solutions that address your specific situation and can reflect what matters to you personally.

A retired couple on a bench at the beach, to illustrate Parsons Financial's Investment Management Service

Investment Management

A closeup of a pad and pen on a desk, to illustrate Parsons Financial's Financial Planning Service

Financial Planning

A contract, keys and house, to illustrate Parsons Financial's Estate Plannning Service

Estate Planning

Hands holding coins and a seedling, to illustrate Parsons Financial's Life Insurance and income planning services

Life Insurance & Income Planning

Let’s begin with your vision for the future.

Whether you’re planning retirement, navigating a transition, or simply want a second opinion on your current strategy, we’re here to listen and help.