PagnatoKarp Named Barron's Top 100 Financial Advisor
Fourth consecutive year True Fiduciary™ firm is recognized
Apr 26, 2016, 08:00 ET
RESTON, Va., April 26, 2016 /PRNewswire/ -- Paul A. Pagnato, Founding Partner of PagnatoKarp has been named by Barron's as one of the Top 100 Financial Advisors of 2016. This is the fourth consecutive year Mr. Pagnato has been included on the list of America's best financial advisors.
"As a firm, we are focused first and foremost on providing our clients with transparent, objective advice," said Pagnato. "To have our efforts recognized by Barron's is a distinct, greatly appreciated honor."
As a True Fiduciary™, PagnatoKarp oversees $2.5 billion in client assets. The firm has a primary focus on serving founders of privately held businesses, with an emphasis on pre-sale planning, and has assisted more than 70 individuals through their liquidity events. Providing independent and transparent investment advice for more than 20 years, Pagnato Karp emphasizes controlling costs, taxes and market entry points while also offering custom portfolio solutions and unique direct private investment opportunities.
Barron's Top 100 Advisor list is based on the value of assets under management by the advisor and their teams, revenue generated for the advisor's firms and the quality of advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.
Earlier this year, Mr. Pagnato was also included on the Barron's 2016 list of Top 1,200 Financial Advisors by state compilation in Virginia. The full state-by-state ranking can be seen here: http://www.barrons.com/report/top-financial-advisors/1000/2016. Previously, Mr. Pagnato was also named a Top 100 Independent Wealth Advisor by Barron's four years running.
About PagantoKarp
Founded by Paul A. Pagnato and David W. Karp, PagnatoKarp is one of America's premier independent wealth protection specialists and family wealth advisors. PagnatoKarp specializes in high net-worth individuals, families and entrepreneurs. The firm represents $2.5 billion in assets managed and their family office supports all aspects of sudden wealth events so their clients can confidently get on with their life's pursuits knowing their wealth is being protected and preserved. PagnatoKarp strictly adheres to the True Fiduciary™ standard they created to assure clients they are always acting in their best interests. Learn more at www.pagnatokarp.com.
Media Contact: Kim Boeckenstedt
Kimberly Communications
C) 319.389.6953
[email protected]
SOURCE PagnatoKarp