Overview

 Fiduciary | +$2B in Assets | Family Office


As a Fiduciary for Founders, Pagnato Karp must adhere to the Fiduciary Standard - the highest standard in the financial services industry - legally requiring us to place our clients' interests first. 



Barron's Top 100 Advisor Paul Pagnato

Paul Pagnato Named 2014 Top 100 Advisor in America.

A Barron's Top 100 Advisor in America, we oversee in excess of +$2B in client assets, with our primary focus on serving founders of privately held businesses – with an emphasis on pre-sale and post-sale planning, having assisted over 70 individuals through their liquidity event. For over 20 years, we have placed an emphasis on controlling client's costs, minimizing taxes and maximizing their business valuation. We receive no commissions, no sales charges and strive to continually develop innovative solutions such as - direct private investment opportunities, family office solutions and tax-deferred LinkedNotes.


We are frequent contributors on CNBC, Fox Business News, Bloomberg TV, CBS, BNN, USA Today and other various national media outlets, and continually support and work towards improving education, transparency and enhancing the fiduciary standard in the investment advisory industry.

 

Our 'Why'

To change the financial industry for people to receive pure, transparent and objective advice.

 

Our company understands the critical importance of close client relationships based on individually tailored services, personal contact/engagement and deep trust. We focus on providing our clients with respected intellectual capital, extensive resources, professionalism, and a deeply ingrained service ethic.

Accomplishments

Inc. 500 Pagnato-Karp Group

Named #13 Fastest Growing Private Company in America.

Paul Pagnato was named one of Barron's Top 100 Advisors in America two years in a row (2013-2014). Annually recognized by Barron's as a Top 100 Independent Advisor (2012-2014) in America, and as one of Virginia (ranked 2nd in 2014) and Washington D.C.'s Top 10 Financial Advisors (2009-2011;2013-2014), Paul recently was named by ThinkAdvisor Magazine as a 2013 Financial Advisor Hall of Fame Inductee. In addition, we have been continually recognized as one of the Top Ranked Advisory practices in the Washington D.C. Metropolitan area by Washingtonian Magazine, and recently, Paul Pagnato was named the 2013-2014 Top Financial Advisor in America on LinkedIn.

 

Our advisors have also been selected by The National Association of Board Certified Advisory Practices (NABCAP) (2011-2014) and the Washington Business Journal, as one of America's and Washington D.C.'s Top Ranked Financial Advisors for four consecutive years. Inc. Magazine ranks our company as the #13 fastest growing privately held business in America.  We are frequent contributors on CNBC, Fox Business News, Bloomberg TV, CBS, BNN, USA Today and other various national media outlets, and continually support and work towards improving transparency and enhancing the fiduciary standard in the investment advisory industry.

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