Parrish Team

14275 Golf Course Drive, Suite 150

Baxter,

MN

56425

About the Parrish Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Parrish team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

Resources from our team

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Blog

For many, retiring to their cabin is a lifelong dream. Maybe you inherited this cabin from your parents, and you’ve kept it to pass on to your own children. Maybe you purchased this cabin, so you and your children could have a getaway all to yourselves. You expect to see your grandchildren swimming, water skiing, and learning to fish here, just as your children have done.

Blog

It’s a fact: More Americans are moving when they retire. According to a 2024 study by Hire a Helper (a moving company), 339,000 American retirees moved in 2023. Following a COVID-19 slump in 2021 and 2022, this number represented a significant shift back towards moving.

Blog

If you are a full-time employee with benefits, the fall season is likely decision time. While most people equate open enrollment with health care benefits, this is a good time to reassess your overall benefit package in light of your retirement goals and added complexity of your financial situation as you approach retirement. Here are some things you should consider before you sign on the dotted line.

Blog

A lot of people enter retirement having heard various colloquial “wisdoms” throughout the years, but not all of them are necessarily accurate. Understanding how these misconceptions may have a negative impact on your retirement expectations can help you know how to correct–or better yet, avoid–costly mistakes.

Blog

“I wish we could live in our lake home full-time.” Generally, this statement is followed by “That’s what I plan to do when I retire.” That’s changing. Remote working options have made full-time lake living before retirement a reality for many families.

Team locations

Brainerd, MN
14275 Golf Course Drive, Suite 150, Baxter, Minnesota, 56425

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.