A complete list of active advisors currently associated with Paramount Investments, LLC

Warmer can help you find a great advisor at Paramount Investments, LLC or one who fits your needs even better.

Paramount Investments is a Maryland‑registered, single‑advisor investment advisory firm that provides discretionary portfolio management, financial planning, and non‑discretionary 401(k) consulting to individuals, high‑net‑worth clients, legacy trusts and small businesses. The firm’s brochure also notes services related to charitable‑giving planning and indicates it works with charitable organizations in addition to individual and institutional clients. Paramount builds customized, long‑term oriented portfolios using fundamental analysis and low‑cost mutual funds and ETFs, with the option to include individual stocks and bonds; technical analysis is used primarily for trade timing. The advisor provides ongoing portfolio supervision, may employ margin and options in client accounts when appropriate, and includes participant education and reporting for retirement plans. The firm departs from many solo independent advisors in two notable ways: it can enter performance‑based fee arrangements for qualifying clients (typically a negotiated share of capital appreciation, commonly in the 15–20% range and measured over no less than one year), and it lists charitable organizations among its client types—both features that are relatively uncommon for peers. The brochure also discloses that the sole owner splits time between the advisory practice and a separate senior research analyst role at a nonprofit industry center, a dual professional role the firm identifies in its disclosures.

To learn more about the advisors currently working at Paramount Investments, LLC, 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.