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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 provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Describes how Roth accounts can generate tax-free retirement income.

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

Will you be able to afford nursing home care?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estimate the future value of your current savings.

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