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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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WELCOME!

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 

New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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