Parthenon Wealth Advisors

Financial Services - Vancouver, Washington, United States

Parthenon Wealth Advisors Employees
Dina Castro

Financial Advisor and Founder

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Parthenon Wealth Advisors Senior Management
Dina Castro

Financial Advisor and Founder

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Parthenon Wealth Advisors Details

It's our mission to help you design a secure future, making strategic financial decisions based on the goals and aspirations you want to achieve. Communication is the most important part of what we do. It's the most important part of every relationship, isn't it? Communication goes both ways. Our team has over 32 years of experience, therefore we're able to give you advice based on our expertise and insight into your individual situation. In turn you have access to our knowledgeable team for any questions and concerns you may have. Each of the areas we help you with is unique to the individual; there are no universal plans to fit everyone. We take the time to get to know each one of our clients to design a custom financial plan that fits your lifestyle and goals. For more information about us or the services we provide, we welcome you to visit our website, and send us a quick email or call the office. Our team will get back to you with any answers you may need. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Parthenon Wealth Advisors is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

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Employees: 2
HQ: (877) 799-9333
Location: Vancouver, Washington, United States
Revenue:
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