Welcome to PagnatoKarp

Transparent Family Wealth Advisors

PagnatoKarp is an independent fee-only financial advisor, private wealth management firm, and multi-family office with over $3.5 billion in assets under advisement¹. Our boutique team of professionals manage the complex needs of high-net-worth individuals through investment management, financial planning, tax, legal, family governance, private banking and concierge services.

With True Fiduciary® standards of transparency, we embrace the legal fiduciary obligation to place your interests first. From breakthrough solutions to tailored financial plans, we combine new opportunities and technology with personalized services to help streamline and simplify your life.

Image

Boutique Services

  • Investment Management
  • Financial Planning
  • Tax Planning and Tax Preparation
  • Estate Planning and Legal Services
  • Pre-Sale Planning
  • Retirement Planning
  • Risk Management
  • Concierge Services
  • Private Banking
  • Family Governance
  • Philanthropic Planning
  • Trading & Reporting
The TeamFamily Office Services
Our NumbersPersonalized Financial Planning
Barrons America's Top Advisor Ranking - #3 in Virginia

Offices located in VA, DC and MD. To start a conversation about YOUR needs, please call us at 703-468-2700.

Send Private Email


Disclosures: Investments offered may not be suitable for all clients. Clients are encouraged to consult with their advisor regarding their personal situation and qualifications for each investment. ¹AUA $3.5 billion as of 12/31/17. 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. Rankings and Awards here.