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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Monex USA (formerly Tempus) provides foreign exchange solutions, global payments, and risk management products to better manage foreign exchange exposure. They have over 23 years of experience and are headquartered in Washington, DC.
GR Building Trades Credit Union is a Comstock Park, MI-based company in the Financial Services sector.
K. Johnson Enterprises is a company built on solid business practices determined to transform ideas into reality. In a responsible manner, we are uncovering synergies in the marketplace that meet the needs of the community. Through strategic planning and a commitment to detail, K. Johnson Enterprises is dedicated to the development, growth, and innovation of business practices necessary to stay competitive in a demanding marketplace while concentrating on the client’s vision, product or service.
The Retirement Planning Group, Inc. is a Overland Park, KS-based company in the Financial Services sector.