Founded on the belief that financial planning should put clients first, always.
In 2005, Matt Parsons combined his talents to create a practice epitomizing the client-first mindset—offering completely independent guidance with no underlying corporate agenda. What started as one advisor’s commitment to serving families has grown into a team dedicated to the same principles: honest relationships, clear communication, and putting your needs at the center of everything we do.
The practice expanded in 2010 when Julia Lindberg joined as a financial advisor in Eugene, followed by Brandon Parsons in 2011, adding depth in financial and estate planning strategies. In 2022, recognizing the reputation and trust built on our name, we rebranded to Parsons Financial Advisors.
Our 2025 partnership with &Partners brings comprehensive resources and technology while preserving what matters most—our independence and relationship-first approach. Like the evergreen tree in our logo that represents the Pacific Northwest, and the umbrella T cattle brand from Matt’s rancher grandfather woven into its design, we’re rooted in values that don’t change: integrity, hard work, and lasting partnerships.
We believe that Parsons Financial Advisors is the type of practice needed in this day and age of rushed and sometimes impersonal service.
We pledge to offer you an environment where you can feel confident that:
- You will get 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 appropriate for you, not for some corporation.
- You have access to objective research and information to help you make informed decisions.
