We help individuals, families, first responders, and closely held businesses make confident money decisions through straightforward planning and disciplined investment management.
Parallel Equity Advisors, Ltd. is an independent, SEC‑registered investment adviser in Dublin, Ohio. Since 2010, we’ve served First Responders, families, individual investors, and closely held businesses across Columbus and throughout Ohio.
We keep money decisions straightforward—clear planning, disciplined investment management, and plain talk about costs and choices.
Our work typically includes financial planning, portfolio management, retirement income strategies, and tax and estate coordination with your other professionals. When appropriate, we also discuss insurance or annuity solutions.
If you’d like to see how this fits your goals, start with a brief introductory call.
Yes. When we provide advisory services as an SEC‑registered investment adviser, we act as a fiduciary. We also maintain a broker/dealer relationship through Fortune Financial Services for certain products; all compensation and conflicts are disclosed.
For advisory accounts, we use a transparent, fee‑based structure. If a brokerage or insurance product is appropriate, it may involve commissions through Fortune Financial Services. We’ll explain costs before you decide.
First Responders, families, individual investors, and closely held businesses in Central Ohio.
Recent statements (investment, retirement, insurance), a list of priorities, and questions. If you’re a business owner, any buy‑sell, benefits, or retirement plan documents help.
Yes—phone or video works well if it fits your schedule.
As an SEC‑registered investment adviser, we put clients’ interests first when providing advisory services and explain our recommendations in plain language.
Founded in 2010 and based in Dublin, we serve Central Ohio with a focus on First Responders, families, individual investors, and closely held businesses.
A short conversation goes a long way toward financial clarity.
