A complete list of active advisors currently associated with Paramount Investment Advisors

Warmer can help you find a great advisor at Paramount Investment Advisors or one who fits your needs even better.

Paramount Investment Advisors provides financial planning, portfolio management and consulting to individuals, families, non‑profits, trusts/estates, pension and profit‑sharing plans, and corporations. The firm also offers pension consulting for qualified and non‑qualified retirement plans and periodically conducts educational seminars on general investment and personal finance topics. At the outset of client relationships the firm gathers information to develop a Financial Profile and an Investment Policy Statement, then manages portfolios on a discretionary basis in line with those documents, generally emphasizing long‑term purchases across mutual funds, ETFs, individual stocks and bonds. The firm may engage third‑party sub‑advisers or separate account managers for portions of client portfolios and conducts periodic reviews of accounts and investment performance. Several features distinguish the firm from many peers: it is affiliated with a tax and accounting practice and may refer clients to that related firm for separately contracted tax and accounting work. The firm’s offering of ERISA‑aware pension consulting (including IPS preparation, fund selection/review, monitoring and participant communications) together with regularly scheduled, no‑fee educational workshops is less common among similarly sized independent advisers.

To learn more about the advisors currently working at Paramount Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.