History
Parsec Financial was founded by Bart Boyer in Asheville, North Carolina, in 1980. The firm added a Charlotte office in 1999, the Southern Pines office in 2014, the Tryon location in 2016, the Winston-Salem office in 2017, and a tax services office in 2018. Since its founding, the firm has grown dramatically, now formed by a team of 19 financial advisors and more than 75 employees.
Specialties
Parsec Financial is a fee-only registered investment advisor with $4.08 billion in assets under management as of March 31, 2022. Parsec provides investment management, financial planning, tax planning, trust services and business retirement services to 2,005 families and businesses in six offices across North Carolina.