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As my work experience indicates, I have demonstrated commitment to my client's goals. My track record is consistent in my career endeavors as well as in my life as a whole. I dedicate myself to whatever task is at hand. I marshal my resources and stay with the project/issue until it is completed to my satisfaction. Since my goals and demands are even more stringent than my firm's expectations, I consistently exceed quotas and objectives. I place my client's needs and preferences above my own.

Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Parallel Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Parallel Financial was co-founded by Anthony Mahfood and Brian Boughner in 2013. After experiencing the financial collapse of 2008 and seeing firsthand how the financial industry put their interests above their clients, Brian and Anthony decided to create an independent firm to ensure that their client's best interest would always be first and foremost. A few years after experiencing success with this strategy, they realized they were not alone and that other advisors longed for a place where they could take serve their clients with the freedom and flexibility to offer true unbiased advice. They created Fiduciary Alliance to meet that need and help these advisors transition out of the difficult situation they are in and provide them a platform that will give them flexibility, allow them to scale, and most importantly grow their practice. In 2024, Fiduciary Alliance (FA) has grown to a regional firm with $1.5 billion in assets, 1,921 clients, and 25 advisors. FA only works with clients who are growth minded and advisors who keep their client's best interest paramount.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.