Parlan Financial

In 1988, Helyn Bolanis established Parlan Financial with the aim of delivering reasonably priced, fee-only financial planning and investment management. With the growth and success of our proprietary portfolio management approaches, our focus has narrowed to delivering primarily investment management sevices on a fee-only basis. At the same time, our extensive background in financial planning assists us better understand the requirements of customers and how investment management fits their financial plans and shapes their futures.