Wealth Management Firm, Real Estate Investment Team Join Arkadios Capital
August 5, 2019 | Prnewswire.com
Continuing its remarkable momentum since opening its doors in 2016, Arkadios Capital has added a Frisco, Texas-based independent wealth advisor as well as a real estate investment firm specializing in 1031 plans to its fast-growing platform.
Industry veteran Jim Parry, CPA, CFP®, is the founder of Parry Financial Partners, which has grown to more than $90MM in assets under management. The firm works with approximately 400 clients, mostly comprised of business owners and high net-worth families. Parry’s team includes Jonathan Rotz and Ellaine Parry.
“One of the most important factors in our decision to join Arkadios Capital was that we needed a partner that will help us meet the unique needs of our larger clients,” said Parry. “We also like the fact that founder David Millican has walked the walk as an advisor and understands what we deal with day to day as a fellow advisor.”
