Rooted in Community, Built on Family Values

At Parsons Wealth Management, we’re more than a financial services firm—we’re a family business with deep roots in the Coastside community. Our story began in the 1960s, when William “Bill” Parsons opened a small tax practice in El Granada. His commitment to service, integrity, and relationships laid the foundation for what would become a multi-generational legacy.

In 1985, Bill’s youngest son, John M. Parsons, joined the practice, and together they formed Parsons & Son. When Bill retired in 1990, John continued to grow the business with a vision to expand beyond tax services. Recognizing the need for more holistic financial guidance, he founded Parsons Financial Advisors and began offering a full suite of services—from investment management to estate and preservation planning.

In 2006, John’s son, John William Parsons, joined the firm, bringing fresh energy and a shared passion for helping others. After more than a decade managing investment operations, he stepped into the role of Financial Advisor. Today, John and John William meet with clients together, blending experience and perspective to deliver thoughtful, personalized advice.

In 2019, we rebranded as Parsons Wealth Management to reflect the full scope of what we offer—and who we are. While our services have evolved, our values haven’t changed. We remain committed to building lasting relationships, simplifying the complex, and helping our clients feel confident about their financial future.

We’re proud to serve the Coastside and beyond, and we’re honored to be part of your story.