Paramount Investment Advisors, Inc. | A fee only financial planning and investment advisory firm that operates as a fiduciary
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  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

A New approach
to wealth management

The traditional model of financial planning is broken -> 
​now is the time to create your own path to financial independence.
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The Foundation for Your Success

Investing, Tax & Estate Planning, and Risk Management: The Critical Competencies

Your road to sustainable wealth starts with a focus on your family's financial capital and the three critical competencies that are the foundation for achieving multi-generational success: investing; tax & estate planning; and risk management. These three competencies are the building blocks of all successful families because they represent the fundamentals - without effective investments, tax plans or risk management, there is little point in thinking about the other activities critical to sustaining wealth. 

Investing
 • What should my asset allocation be?
 • Am I taking advantage of all the opportunities out there to make money?
 • Is my performance achieving my objectives?
 • What kind of return should I expect?
 • Are my asset managers doing an effective job?
 • Do I have the right mix of asset managers?
 • How should I measure performance?
 • Which money managers should I use?

Tax & Estate Planning
 • Am I paying more taxes than I should be?
 • What does my estate plan actually do?
 • Is my estate in order?
 • Should I create a family foundation?

Risk Management
 • Am I taking more risks than I need to?
 • Am I getting paid enough through my investment returns for the risk I'm taking?
 • How much can I afford to spend?
 • Do I have enough money to reach my goals?
 • Are there any risks that I should be worried about that could significantly diminish my wealth?

We can help you define your specific answers to these questions to help you and your family in the pursuit of financial independence.
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Paramount Investment Advisors, Inc. is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning. We are currently serving the Buford, Sugar Hill, Duluth, Suwanee, Johns Creek, Cumming, Alpharetta, Roswell, and surrounding cities in North Atlanta out of our Buford, Georgia office. We also work with clients virtually by using technology to our advantage. Chris Hardy, CFP, EA, ChFC, CLU, NTPI Fellow (Fee Only) is a leading financial advisor in the Buford, GA financial advisors directory on NestEggZone.com.
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OFFICE LOCATION

4315 S Lee Street
Suite 400
Buford, GA 30518

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