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Parallel Equity Advisors, Ltd., is a group of owners, practicing Investment Adviser Representatives (IARs) and associates created to help clients with fee-based wealth management and financial planning. Founded in 2010, we have a vibrant client base of individual investors, families, and closely held businesses.

We believe in breaking down the complexities of advisement into simple, easy to understand steps, creating a proactive, client-centered process.  Empowering and educating our clients is the focus of our business model.  

We appreciate your interest and look forward to serving you in the future.

Parallel Equity Advisors, Ltd. 5650 Blazer Parkway Dublin, OH 43017

(844)-KNOW-PEA 

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Describes retirement plan options that help self-employed workers save on taxes.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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Use this calculator to determine whether you qualify for the different types of IRAs.

How much life insurance would you need to produce a sufficient income stream for your family?

How Long Will Your Funds Last?

How much can you afford to pay for a car?

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