THE LEDGER

Choosing the right financial advisor is essential for reaching long-term goals, protecting assets, and managing risk. This guide outlines how to compare advisor types, fees, and fiduciary standards, while showcasing how Aaron Parthemer’s personalized approach—covering investment management, retirement planning, and wealth preservation—reflects a true commitment to trust, transparency, and client success.

The best answer I can give is that there is no such thing as a typical answer. You need to throw out all rules of thumb and simple formulas and understand that only by reviewing your personal situation will you discover the right answer. In my 16 years of advising clients, I have seen nearly every situation imaginable and have learned that no magical number or rule can be applied.

As the Private CFO for elite professional athletes and entertainers, I spend most of my time reviewing numbers, and a lot of them. In my 30 years in the world of finance, I have seen just about everything that one can imagine. While I admittedly do not know (and will not ever know) everything, I believe that the knowledge that I have gained is incredibly valuable and I want my own legacy to be based on teaching of my clients, friends and family and help them to learn from my

Professional athletes receive a large paycheck during the peak of their careers that can give them a false sense of financial security. Many make the mistake of living like a one-day billionaire because they make many expensive unnecessary purchases and fail to consider long-term financial stability.