Parker Hannifin

Fine tuning financial strategies for Parker employees

Parker's compensation and benefits package offers unique opportunities to build and protect your wealth. Coordinating the various options as your career advances, and your needs change, is an artform.

Our Experience

We've worked with Parker employees for over 25 years ranging from Managers to the C-Suite to leverage their compensation and benefits structure for better planning strategies.

From Stock Compensation Plans, Savings Restoration Plan (SRP), Executive Deferral Plan (EDP), Pension Restoration Plan (PRP), Supplemental Executive Retirement Plan (SERP), Deferred Compensation Plans, we'll simplify and coordinate the details to drive better tax-aware decisions.

Match with an advisor

401k: Unique Opportunities

Pre-Tax, Roth, After-Tax/Mega Roth, Net Unrealized Appreciation (NUA) of Parker Stock Match and Parker Stock Fund, and the Retirement Income Account (RIA) present unique opportunities in addition to the pre-tax and Roth components.

Deferred Compensation

Timing your deferral and payout strategies to manage your tax plan today and into retirement.

Stock Compensation

Manage taxes and overconcentration risks with your Restricted Stock Units (RSU), Long Term Incentive Plan (LTIP), and Stock Appreciation Right (SAR).

Retirement Planning

Visualize what's possible for retirement and bring it into reality with conviction

Legacy Planning

Estate, Gifting, and Family education strategies to support your values beyond dollars and cents.

Free Benefits Guide

Learn how to unlock the full potential of your Parker Hannifin benefits

Parker Hannifin's compensation and overall company benefits are robust. Our guide assists employees in making the most of every option as it relates to their individual needs.

Building Wealth as a Corporate Executive at Parker Hannifin

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"Our clients aren't looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."

Bernie Garrah

Principal, Wealth Advisor

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