I am a NAPFA Registered, Certified Financial Planner (CFP®) and a Fee-Only financial advisor that proudly acts as a Fiduciary at all times for my clients. This means I have a legal obligation to put clients interests far before my own in all recommendations I make.
I am the founder of Paramount Investment Advisors, Inc. and Paramount Tax and Accounting, LLC based in north metro Atlanta. I work with clients to develop a custom, holistic financial plan geared towards their unique financial goals and objectives. These plans are built around life events such as retirement, wealth transfer, business succession planning, death, divorce and asset protection. While most advisors are "investment centric," I focus on the comprehensive financial picture. The reason: What good is accomplished by inconsistently squeezing out 1% better return when there are greater tax consequences, fees in excess of that 1% and larger risk exposure?
If you are looking for an advisor that will make recommendations that are based on your best interest without fear of being sold a product, I may be the advisor for you.
If you have any comments or want to reach me email me by clicking here.
Mailing Address: 4315 S Lee Street, Suite 400 Buford, GA 30518