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

This year has been very different for actors worldwide. Financial advisors for the entertainment industry would advise you to broaden your horizons and consider other jobs at the moment. It can be challenging landing an acting role right now, but you can still be up-to-date in your tax filings and claim expenses for other part-time work. Here are some mindset shifts that we all need at this time, especially when taking other part-time jobs.

Different lines of work come with different types of earnings and tax implications. Some people might wonder how artists or athletes handle their taxes, given their source of income and the nature of their work. The best of the best can earn significant sums when competing—and these earnings are subject to some form of taxation!  If you’re an athlete who has already earned from competing or training to compete in the big leagues, then considering athlete financial management

Your small business is on the hunt for a Chief Financial Officer, but you’re at a crossroads between selecting an in-house candidate or...

As someone in the entertainment industry, you’re well aware of the value you bring to the world. Thanks to the creative minds that produce engaging material for different audiences to consume, people have discovered books, music, movies, and TV shows that have given them comfort.