# Sax LLP

- **Website:** <https://parsonsfinancialgrp.com>
- **Primary alias:** `parsonsfinancialgrp.com`

## Description

SAX Wealth Advisors, LLC is an independent, fee-only registered investment advisor and a wholly owned subsidiary of SAX, an accounting, tax, and advisory firm. The firm describes itself as a fiduciary, aiming to align its interests with clients’ and build lasting relationships through personalized guidance. Its team helps individuals and families navigate financial decisions at different stages of life, from building wealth to planning for retirement and preserving a legacy.

Services include comprehensive wealth planning, investment management, proactive tax planning, retirement planning, estate planning, charitable giving, and private client advisory. The firm also offers specialized wealth guidance for athletes and artists, along with fiduciary-focused employer retirement plan solutions. Its integrated approach considers clients’ goals, investments, taxes, insurance, estate documents, income, and anticipated life events.

SAX Wealth Advisors begins with a complimentary discovery meeting, followed by portfolio risk analysis and high-level recommendations. For clients who proceed, the firm supports implementation and ongoing financial guidance.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/SaxLLP)
- [linkedin](https://linkedin.com/company/sax-wealth-advisors-llc)

## Logos & icons

- logo _(primary)_ — PNG, SVG — [download](https://cdn.brandfetch.io/idDKORQIuW/w/820/h/143/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790431388700)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idDKORQIuW/w/668/h/668/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790431388928)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Deep Cerulean | #0081a2 | accent |
| Blue Charcoal | #010d1f | dark |
| White | #ffffff | light |

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_Source: <https://brandfetch.com/parsonsfinancialgrp.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._