Paramount Investment Advisors
Paramount Investment Advisors is a firm of NAPFA registered advisors. This means that we are acting as a fiduciary 100% of the time. We talk a lot about this word fiduciary as it is what sets apart from the majority of the advisors out there. There are only 3000 NAPFA advisors out of 300,000 advisors in the US. We are a rarity in the world of finances as we offer advice that is not influenced by the sale of a product or receipt of a commission. We do that because we work solely for you. We do not receive compensation from any source other than the fee our clients pay. We are committed to working this way as it allows us to offer the advice you need to achieve your goals.
The other extremely important piece that sets us apart is that we also own a tax business. Many financial advisors do not have a basic foundation in tax planning. Taxes play a role in almost all financial decisions. Many people say that your home is the largest purchase you make in a lifetime, but for many people it is actually your lifetime tax liability. With that realization incorporating tax planning into your financial plan is essential to meeting your goals, especially when planning for retirement. Don't just take our word for it; read more about the value of tax planning in a whitepaper by Morningstar Alpha, Beta, and Now...Gamma.
Finally, we take a fiduciary oath and follow a code of ethics to hold ourselves to the highest standards.