Thank you for visiting my profile. I'm Bo Parrish and after 3 years of training as a Portfolio Consultant and Financial Advisor Coach with Dorsey Wright & Association, I am returning to my passion of working with individuals. In this return, I now have the honor and pleasure of a partnership with ...more

Thank you for visiting my profile. I'm Bo Parrish and after 3 years of training as a Portfolio Consultant and Financial Advisor Coach with Dorsey Wright & Association, I am returning to my passion of working with individuals. In this return, I now have the honor and pleasure of a partnership with my father Jim Parrish. After serving as a wealth manager with Wunderlich Securities from 2016 - 2019, I became involved in the creation of an Registered Investment Advisory Firm, Eudaimonia Advisors. My 2 areas of focus are in providing open market access to attorneys and physicians inside of corporate sponsored retirement plans. I also build personal business plans which guide professionals and business owners through key financial milestones in their careers and personal lives. At Eudaimonia, we have designed our process around 5 concerns: preserving wealth, mitigating taxes, taking care of heirs, ensuring assets are not unjustly taken and charitable gifting.less