Why Panoptic

We are about presenting options, not proprietary products. We seek to understand your wholistic picture, not just your financial view. We believe trust builds relationships for generations to come.


Panoptic operates as a Registered Investment Advisor - simply put - we have our clients best interest at the forefront of our firm.


THIS IS WHAT WE DO - BUILD A RELATIONSHIP WITH PANOPTIC

We want to get to know you, your concerns, and your goals.

 

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

 

 
 

Sustainability

Too many people over-spend the ability of their assets to last them for the rest of their lives.

 

Education

Our clients should not have to become financial experts. However, our goal is to add immeasurably to their financial literacy over time.

 

Accountability

Once a plan is initiated, we will help our clients stay true to it by conducting regular client interactions, and stand ready to address specific budgetary/spending issues at a moment’s notice. Our approach seeks to keep both emotions and plans intact and working.

 

Investment Strategy

We believe in a globally diversified strategy built for the long term and unique to each client's needs.

 

Portfolio Construction

Align the risk tolerance of client to their investment portfolio.

 

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

Our first meeting is simply to get to know each other and ensure we are indeed a fit.

 

 
W. Nathan Parkey Managing Partner

W. Nathan Parkey

Managing Partner

Michael D. Elder Director of Wealth Management

Michael D. Elder

Director of Wealth Management

Christopher J. Derry VP Sales & Marketing

Christopher J. Derry

VP Sales & Marketing