Mackenzie Parsons
Principal & Financial Planner
Cornerstone Financial Planning
Take advantage of over 25 years of expertise to help you and your family achieve your financial goals.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
We are committed to providing our clients with comprehensive, smart financial planning, objective investment management, socially responsible investing, wealth management, and timely retirement guidance and planning.
Benefit from our fiduciary responsibility as we help you make wise financial decisions and plan for life's events so you can move forward with confidence and peace of mind.
With our fee-only pricing, you'll experience a high level of impartiality.
Offices located in Portland, ME and Portsmouth, NH, serving clients locally and across the country.

Get to Know Mackenzie Parsons
“Strive not to be of success, but rather to be of value." ~ Albert Einstein
Watching my (much) older siblings ambitiously head off to college and start careers over the years inspired my eagerness to eventually follow their lead and create my own version of success and value. Once at the university, I discovered the world of finance, with all its intricacies, and was quickly drawn to the details. Organization, order, and attention are among my favorite terms!
Finances are complex. It brings me much satisfaction to pull together the various pieces into a cohesive plan, which in turn provides a stronger sense of control and confidence to those with whom I work. Along the way are the many interesting stories and conversations shared that go into building our relationship and creating the important component of trust that my clients have both with me and with Cornerstone.
As an owner of Cornerstone, I am dedicated not only to the field of financial planning but also to supporting our local community. Additionally, we strive to maintain a healthy workplace that fosters personal and professional development.
When I’m not working, in the summer, you’ll find me on the water in a boat of some kind—any kind of water and any kind of boat! I own a John Alden Explorer, a wooden sailboat built in 1946. It requires much grit, sweat, and commitment to get her ready every year, but it has become a labor of love. I also welcome the opportunity to discuss oysters and their merroir. My husband Brendan owns a restaurant—The Shuck Station in Newcastle, Maine, and an oyster farm on the pristine Damariscotta River, Blackstone Point Oysters Co. I’m a winter skier, whether locally at Sugarloaf or other high peaks around the globe.
Mackenzie is a CERTIFIED FINANCIAL PLANNER® practitioner. She's also a member of the National Association of Personal Financial Advisors (NAPFA) and participates in the CFP Board's Women's Initiative, which works to address the under-representation of women among financial planners.
Prior to joining Cornerstone, Mackenzie worked at UBS Private Wealth Management in Boston. Before that, she was a portfolio manager at SMI Management and Research in Damariscotta, Maine. She completed her Financial Planning coursework at Boston University and received her certification in 2013. Mackenzie graduated Magna Cum Laude from Roger Williams University with a Bachelor of Science in Financial Services.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Mackenzie Parsons's Designations and Affiliations
Mackenzie Parsons is a Money Quotient Trained Financial Advisor
Media Mentions and Industry Involvement
Mackenzie Parsons is a Guest on the Onpoint Podcast with Oak Street Funding: "Gen 2 Partner Buy-In Success"
Mackenzie Parsons is a Member of the Class of 2024 for Leadership Portland
Mackenzie Parsons is Featured in Mainebiz: "40 Under 40: Mackenzie Parsons is forging her own path in financial services"
Mackenzie Parsons is Interviewed on Portland's WGME CBS 13: "Mainers to start paying into state's paid family and medical leave program in January"
Mackenzie Parsons is Quoted in Wealth Management: "Successful Founder Buyouts – A Case Study"
Mackenzie Parsons is Quoted in Mainebiz: "Moving to Maine for retirement: A few pointers"
Mackenzie Parsons is Featured in Seacoastonline: "Cornerstone Financial Planning under new ownership"
Mackenzie Parsons is Featured in Down East: "Cornerstone Financial Planning B Corp values and the inspiring example of the firm’s founders guide a new generation of women business owners."
Mackenzie Parsons is a Member of The National Association of Estate Planners & Councils
Mackenzie Parsons is a Member of the Portland Chapter of the Maine Women's Network
Mackenzie Parsons is a Member and Past Board Member of Junior League of Portland, ME
Mackenzie Parsons is a Member of 100+ Women Who Care (Southern Maine)
Office Locations
38 Union Wharf - Portland, ME 04101