Transparency Changes Everything.

Experience PagnatoKarp.

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BARRON'S TOP ADVISOR VA 2019¹

$3.0B

ASSETS UNDER ADVISORY²

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BEST MULTI-FAMILY OFFICE 2018¹

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BEST PLACES TO WORK VA¹

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CEO FOUNDERS SELLING BUSINESSES³

Investment Experience at PagnatoKarp

Customized, tax efficient portfolios for multiple wealth objectives to optimize cash flow and opportunities. True Fiduciary® standards in your best interest. →

Tax Experience at PagnatoKarp

Proactive strategies to minimize tax exposure. Tax planning, projections and tax return preparation. →

Planning Experience at PagnatoKarp

Sophisticated financial planning made simple. Cash flow strategies, risk analysis and financial independence quantified. →

Legal Experience at PagnatoKarp

Simplifying complex estate planning. Expert legal services, pre-sale tax savings and legacy planning. →

Family Experience at PagnatoKarp

Optimize your family's wealth decisions. Multi-generational family governance, education, philanthropy and counseling services. →

Lifestyle Experience at PagnatoKarp

Enrich your family's lifestyle through meaningful experiences and bespoke solutions tailored to help meet your needs. →

Banking Experience at PagnatoKarp

Private banking with personal attention from your dedicated Private Wealth Associate intimately familiar with your financial situation. →

Reporting Experience at PagnatoKarp

Timely execution and data-driven clarity using real-time dashboards, unified platforms and innovative reporting tools. →

CEO Founders. Plan your path to liquidity.

OUR CLIENTS INCLUDE:

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For over 20 years, our team has specialized in serving the particular needs of founders, CEOs, wealth creators, business owners and entrepreneurs, as well as their closely held businesses prior to, during and after exit planning and liquidity events.

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Fusion. Intelligent Wealth Management.

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BOUTIQUE.
Targeting total financial well-being with personalized services fused together under one roof.

SIMPLICITY.
Delivering fee-only fiduciary advice that is high-touch and high-tech to help simplify and streamline your life.

TRANSPARENCY.
Providing clarity and transparency through True Fiduciary® standards that place your interests first.

INNOVATION.
Fostering an entrepreneurial environment that drives innovation to promote a flourishing team culture.

TEAM.
100% employee-owned, dedicated to transparency, integrity and trustworthiness. Meet The Team →

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True Fiduciary® Transparency Changes Everything.

TRANSPARENCY STANDARDS.

True Fiduciary® standards embrace the legal fiduciary obligation to place your interests first and target total financial well-being.

Our mission is to positively impact one million lives through True Fiduciary® standards of transparency.

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True Fiduciary Standards

Awards and Recognition1

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Barron’s
CNBC
The Wall Street Journal
Forbes
Financial Advisor
Family Wealth Report
Virginia Business – Best Places to Work
Financial Times
Markets Insider
Northern Virginia Magazine
Washington Business Journal

Our Wealth Management Experience helps streamline your life through high-touch sophistication, expert advice and transparency.

Family Office Fusion for investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.

True Fiduciary® standards: your best interests come first.

Investment Experience
Planning Experience
Family Experience
Banking Experience
Tax Experience
Legal Experience
Lifestyle Experience
Reporting Experience

Disclosures: ¹Rankings and Awards here. ² AUA over $3.7 billion as of 12/31/18. AUA = Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either has discretionary authority or does not arrange or effectuate the transaction. ³ PagnatoKarp has provided pre-sale planning for more than 70 CEO Founders who have successfully sold their businesses.