Independent Wealth Advisors Dedicated to Protecting Your Legacy
Institutional-level expertise with boutique-level care.
Who we Serve
With offices in Saint Augustine and Jacksonville, we serve clients across the United States and internationally. Our clients include:
- Business owners and entrepreneurs
- Families with multi-generational wealth
- Foundations and trusts
- Retirees and high-net-worth individuals
Wealth Management
Family Office Services
Business Owners Advisory
Meet Our Team
Our Team
Access a team of experts, including a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and a board-certified estate attorney—committed to stewarding your wealth with excellence.
Tom Haggerty, CFA
John R. Ginn, JD
Stephen Kyle, CFP®, RICP®
Scott M. Patrou, Esq.
Jonathan Hermes, Esq., B.C.S.
Our Values
Integrity
Transparent, fee-only guidance with no commissions.
Generosity
Giving back to clients, families, and communities.
Excellence
Institutional-level expertise with boutique-level care.
Stewardship
Protecting and growing what matters most to you.
Expertise paired with integrity.
A parable is a story that imparts wisdom. The 37th parable is the “Parable of the Talents” that Jesus shared with his apostles explaining how to faithfully steward all that is entrusted to us. In the end, every retirement tells a story. Let Parable help yours be a successful one.
