Paramount Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paramount Planning LLC (doing business as Paramount Financial) serves individual clients, including high‑net‑worth individuals, through discretionary asset management and related financial planning services. The firm offers portfolio management across proprietary strategic, tactical and allocation portfolios, provides financial plans as part of its advice, and holds educational seminars and workshops for the public.
Paramount’s investment approach emphasizes asset allocation and periodic rebalancing, combining strategic long‑term allocations with tactical adjustments and fundamental analysis to align portfolios with each client’s goals and risk tolerance. The firm manages accounts on a discretionary basis, monitors portfolios at least quarterly, and documents client objectives to guide investment selection and ongoing adjustments.
What distinguishes Paramount among peers is the principal’s active tax and insurance practices: the firm’s owner operates DWB Tax and Insurance Services/Tradewinds Tax Planning and Tri‑Point Tax and Accounting Services and devotes substantial time to those businesses, which the brochure discloses create separate compensation and potential conflicts of interest. The firm also offers held‑away account management for legacy clients through a third‑party platform (Pontera) that enables review and rebalancing of outside retirement accounts, and it provides public education events in addition to its advisory services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000.01 - $1,100,000: 1.45% annually $1,100,000.01 - $1,200,000: 1.40% annually $1,200,000.01 - $1,300,000: 1.35% annually $1,300,000.01 - $1,400,000: 1.30% annually $1,400,000.01 - $1,700,000: 1.25% annually $1,700,000.01 - $1,800,000: 1.20% annually $1,800,000.01 - $1,900,000: 1.10% annually $1,900,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $3,000,000: 0.85% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.70% annually
Account minimum: $50,000
Main office
100 Conifer Hill Drive, Bldg. 409 412, Suite 411
Danvers MA 01923
Advisors at this office
3
Most active in
Massachusetts · New Hampshire · New Jersey
Also doing business as
Paramount Financial · Paramount Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan B
Series 65
Danvers, MA
Paramount Financial
Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.
Nancy B
Series 65
Danvers, MA
Paramount Financial
Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.
David B
Series 65
Danvers, MA
Paramount Financial
David Belisle is a financial advisor with Paramount Financial in Danvers, MA, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management and Brookstone Capital Management, and is involved in tax planning and preparation through his ownership of DWB Tax and Insurance Services LLC and Tri-Point Tax and Accounting Services LLC. Paramount Financial offers discretionary asset management and financial planning to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm also provides financial plans at no extra charge and conducts public educational seminars.
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