Our Why: Transparency Changes Everything

At PagnatoKarp, our focus is squarely on transparency. For CEO Founders, entrepreneurs, wealth creators and ultra-high-net-worth families, TRANSPARENCY is a tremendously important key to earning TRUST. Through our commitment to openness, integrity and safety, we strive to gain your trust and to help provide you with peace of mind.

PagnatoKarp's Journey to Transparency is very clear. Listen to our STORY here:


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True Fiduciary®

We created True Fiduciary® standards to promote transparency for every family we serve, as well as more broadly across the financial industry. What do you gain in return? Transparency on fees, costs, revenue, investments, options, processes, disclosures, and reporting. Transparency Changes Everything!!

True Fiduciary® Standards:

  1. Embrace the Legal Fiduciary Obligation to Place Clients’ Interests First.
  2. Deliver Comprehensive Financial Planning.
  3. Provide Fee-Only Advice.
  4. Do Not Accept Commissions.
  5. Receive Only One Source of Revenue: Client Fees.
  6. Provide Transparency on Portfolios and Investments.
  7. Remain Independent from any Bank, Broker Dealer, Insurance, or Custodian.
  8. Measure Client Performance Returns using Independent Third Parties.
  9. Do Not Create Products to Sell or Price Any Public Securities.
  10. Do Not Hold Any Client Assets, Securities, or Money.

PagnatoKarp's Massive Transformative Purpose (MTP) is to positively impact one million lives through True Fiduciary® standards of transparency.

We strive to meet our MTP in 3 ways:

  • Helping families through True Fiduciary® Standards.
  • Changing regulations that affect the financial industry.
  • Educating the next generation, beginning with college students.

Transparency Changes Everything




About PagnatoKarp

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With nearly $4.8 billion assets under advisement¹, PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. With True Fiduciary® standards of transparency, we embrace the legal obligation to put your interests first while focusing on asset protection, cash flow, and value-added opportunities. Frequently ranked on top financial advisor lists by Barron’s and Forbes, and a Virginia Best Place to Work¹, PagnatoKarp's goal is to simplify and elevate your life so you have more time to spend on what matters to you most.


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Experience Intelligent Wealth Management to help streamline your life with high-touch sophistication, expert advice and transparency.

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

True Fiduciary® Standards: Your best interests come first.