Account Access

Our History

In 2005, Matt combined his various talents to form Parsons Financial, a company epitomizing the “client-comes-first” mindset, which allowed him the freedom to offer completely independent guidance with no underlying "corporate objective."

In 2010, we merged our name with Commonwealth Financial Network®, which has always been our broker/dealer. We also welcomed Julia Lindberg to the team as a financial advisor in Eugene.

In 2022 we recognized that the reputation and trust we built is connected to our original name, and we decided to embrace our roots and return to Parsons Financial Advisors. 

At this firm, we believe that investing money does not have to be complicated and should be presented in a simple way, so that clients feel comfortable with the decisions they make with their money.

Commitment to the goals of the community and the goals of individuals are important to us. Without goals there is no way to determine where you want to go, and without a road map there is no achievement of a goal. This is where Parsons Financial Advisors adds value to our clients and to the community we serve.

We believe in doing business face-to-face—in the office or at your home. We pledge to offer you an environment where you can feel confident that:

  • You can expect prompt replies from us to your directions or inquiries.
  • Your money is working toward your goals effectively.
  • Your wishes and opinions will be respected.
  • Your needs are taken into account.
  • Your investments are recommended because they are suitable for you, not for some corporation.
  • You have access to objective research and information to help you make informed decisions.

We believe that Parsons Financial Advisors is the type of firm needed in this day and age of rushed and sometimes impersonal service.

In order to process securities transactions, financial companies must partner with a broker/dealer. We've chosen Commonwealth Financial Network, one of the preeminent independent broker/dealers in the U.S. This partnership provides you receive access to a wide variety of investment choices to complement your financial goals. It also helps us best serve you in a seamless and efficient manner by providing back office, investment, and technology support.