Overview

True Fiduciary | Family Office | Barron's Top 100


As true fiduciaries and a premier family office for America’s most successful individuals and families, Pagnato Karp oversees in excess of $2 billion in client assets.



Barron's Top 100 Advisor Paul Pagnato

Paul Pagnato Named 2015 Top 100 Advisor in America.

A 2015 Barron's Top 100 Advisor in America, with a primary focus on serving founders of privately held businesses, with an emphasis on pre-sale planning, having assisted more than 70 individuals through their liquidity event. Providing independent and transparent investment advice for more than 20 years, Pagnato Karp emphasizes controlling costs, taxes and market entry points for its clients. We receive no commissions, no sales charges and strive to continually develop innovative solutions such as unique direct private investment opportunities and  custom 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 three years in a row (2013-2015). Annually recognized by Barron's as a Top 100 Independent Advisor (2012-2015) in America, and as one of Virginia (ranked 3rd in 2015) and Washington D.C.'s Top 10 Financial Advisors (2009-2011;2013-2015). Recently, Pagnato Karp was named one of the 2015 Top 300 RIAs in America by Financial Times Magazine.   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, while receiving additional recognition by Think Advisor Magazine, naming Paul Pagnato as a 2014 Financial Advisor Hall of Fame Inductee and 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 (2011-2014). Inc. Magazine ranks our company as the #13 fastest growing privately held business in America (2013).  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.

Featured Content