About Mirus Planning | Compassionate Financial Guidance & Lasting Partnerships

Wonderful, Remarkable, Marvelous, Amazing, Extraordinary

In November 2009, Mirus Planning was founded to transform the financial advisory landscape. The inspiration came from a deeply personal experience when our founder, Chad Parmenter, witnessed the challenges his mother faced after the sudden passing of his father due to a stroke. This pivotal moment highlighted the need for a more empathetic and supportive approach to financial planning—one that truly listens to and understands the needs of individuals navigating life's complexities.

"Mirus" embodies our vision, meaning "wonderful, remarkable, amazing, extraordinary" in Latin. These words reflect our commitment to providing an exceptional experience for our clients, one that stands apart from traditional financial services. We believe in meeting clients where they are and offering guidance that resonates emotionally and rationally.

Transparency & Trustworthiness

Our core values—Integrity, Connection, and Impact—are woven into everything we do. Integrity guides our actions fostering transparency and trustworthiness. Connection is at the heart of our relationships, as we believe in building deep, meaningful partnerships with our clients. Impact is our promise to make a positive difference in the lives of those we serve.

At Mirus Planning, we are more than just financial planners; we are collaborators and thought partners. We strive to be a consistent, supportive presence, helping clients navigate life's ebbs and flows with confidence. Our approach is proactive, nimble, and ongoing, reflecting our dedication to being a trusted guide throughout life's journey.

Meet Our Team

Chad Parmenter | CFP^®, CLU, ChFC, CDFA^®, RICP^®, BFA^™

Founder & Lead Wealth Planner

Kyle Temple | CFP^®, CPWA^®

Wealth Planner

Maico Santos

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The right time to have this conversation is before the decision.

Most of the mistakes we help people avoid happen in the first 90 days of a transition — before anyone realized they needed a plan. Whether you're six months from retirement, going through a divorce, or just sold a business, the time to build your blueprint is now.

Start with a conversation

About Us