President
Aaron Parrish, CFP®
Aaron Parrish is a Certified Financial Planner™ based in Greensboro, NC. His goal of starting a client-first firm with foundations built on fairness and transparency came to fruition when he started LWM.
Upon graduating from Appalachian State University, he was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained invaluable experience creating financial plans for hundreds of BB&T clients. Most recently, Aaron was a Vice President and Senior Financial Advisor at Triad Financial Advisors. Besides his day-to-day role of managing client relationships, he also taught retirement planning courses at colleges and universities across Central North Carolina.
Aaron has a true passion for helping people navigate the complex waters of retirement so that they may live their best lives with the resources for which they’ve worked so hard. After helping hundreds of clients happily retire, he is excited about narrowing his focus and providing a higher level of service to his clients.
When not working, Aaron and his wife Martha avidly travel with their two young children, Bradford (6) and Dottie (2). Besides traveling, Aaron loves reading, being an “animal saver” with Bradford and when presented, the occasional beach volleyball game.
As Featured In
“During retirement there are several high impact decisions to be made. You are only going to retire once so you must do it right the first time. You need an expert to help navigate and that expert should not have conflicts of interest. ”