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Parlin Advisors
Ken Parlin founded Parlin Advisors in 2019, bringing over thirty years of experience advising individuals, couples, and families to a boutique practice based...
Parlin Advisors
Ken Parlin founded Parlin Advisors in 2019, bringing over thirty years of experience advising individuals, couples, and families to a boutique practice based in Hague, New York. The firm was built for selectivity, not scale, and provides personalized counsel rather than mass-affluent platform management. The firm advises across financial counseling, financial planning, and investment advisory services. The model is generalist by design, combining portfolio management with broader life-stage planning. The practice is anchored by a single practitioner, with client engagements structured around highly customized advice rather than institutional-style fund commitments or pooled vehicles. Parlin is the sole named advisor and decision-maker. The firm does not maintain additional offices or disclose headcount, and no external capital vehicles, operating companies, or philanthropic foundations are publicly associated with the practice. No recent capital raises, personnel moves, or structural changes have been reported or disclosed by the firm. The structural distinction is the architecture itself: an intentionally small, single-advisor practice that resists the platform model. There is no team to manage, no institutional mandate to deploy, and no succession apparatus disclosed. For an allocator, the key question is concentration risk — the entire value proposition sits with one individual.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hague
Corporate office
9819 Graphite Mountain Rd., Hague, NY 12836, United States
Principals
Kenneth B. Parlin
Founder
Frequently asked questions
Who runs investment decisions at Parlin Advisors?
Kenneth B. Parlin is the firm's founder and sole named advisor. He holds the CFP® designation and an MBA, and brings over three decades of experience to the practice. Per the firm's own materials, he personally counsels every client engagement.
How does Parlin Advisors source its clients?
The firm does not publicly describe a marketing or business-development engine. Its stated model is to serve a select number of clients, implying referral-driven or relationship-based sourcing rather than volume acquisition.
Is Parlin Advisors a single-family office or a wealth management practice?
It is structured as a traditional wealth management practice — an LLC founded by a single advisor to serve multiple external clients. There is no evidence of a family-office structure capturing a single-family's wealth.
Does Parlin Advisors invest in private markets or operate fund vehicles?
No private-market funds, co-investment programs, or pooled vehicles are disclosed by the firm. The listed services are financial counseling, financial planning, and investment advisory, suggesting a focus on public-market portfolios and personal financial strategy.
What is the firm's succession plan?
No succession plan, next-generation advisors, or external ownership structure has been disclosed. For an independent practice built around a single advisor, this is a material continuity consideration for any allocator or prospective client.
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