WHO WE ARE


Parion is built around clear accountability and long-term responsibility. The firm is privately owned and run by the advisors responsible for the work, with decisions handled directly by firm leadership.

Parion works with a limited number of clients so relationships remain consistent and responsibility remains clear over time.

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    Daniel J. Riso, CFP®

    FOUNDER & MANAGING PARTNER

    Daniel founded Parion Wealth after more than 16 years advising individuals, families, and business owners with increasingly complex financial lives. His work centers on long-term decision-making, thoughtful coordination across disciplines, and helping clients navigate complexity with clarity and confidence.

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  • A man with dark hair, blue eyes, wearing a navy suit and white shirt, smiling in an office setting with large windows and office furniture in the background.

    John Tarson

    ASSOCIATE ADVISOR

    John serves as the primary point of coordination for client relationships, ensuring planning initiatives, follow-ups, and ongoing service are executed consistently and thoughtfully. He works closely with clients and the broader team to keep priorities aligned and decisions moving forward.

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  • Smiling woman with long blonde hair, wearing glasses and a black and white striped top, in an office setting with blurred background of desks and large windows.

    Meaghan Ives

    DIRECTOR OF CLIENT OPERATIONS

    Meaghan oversees the operational foundation of Parion Wealth, including account administration, money movement, and ongoing service processes. Her role ensures that client decisions are implemented accurately, efficiently, and without friction.

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EXTENDED ADVISORY NETWORK

In addition to our internal team, Parion Wealth coordinates with a select network of tax, legal, investment, and planning specialists. These relationships allow us to address complex situations thoughtfully while keeping advice, execution, and accountability centralized.

INSTITUTIONAL SUPPORT

Parion Wealth operates independently while leveraging the institutional platform, custody, compliance, and operational support of NewEdge Advisors, LLC. This structure allows us to maintain autonomy in advice and decision-making while providing clients with the stability and resources of a larger platform.

We work primarily through referrals and long-term relationships. If you have been introduced to the firm and would like to learn more, we look forward to hearing from you.

CONTACT US