Barron’s Top 100 Advisor Paul Pagnato Presents Future Fiduciary Model At 2017 Barron’s Summit


Future Fiduciary Model
RESTON, Va., April 10, 2017 /PRNewswire/ — Paul A. Pagnato, a Barron’s Top 100 Advisor and the Founder/CEO of PagnatoKarp, presented his vision for the future of the fiduciary model at the Barron’s Top Independent Advisors Summit 2017. Paul shared his views on Best Fiduciary Practices, including principles, services, compensation structures and education, to encourage the highest ethical standards for financial advisors. He demonstrated how PagnatoKarp has achieved success over 25 years. PagnatoKarp is a fee-only, financial planning and advisory firm following True Fiduciary™ Principles that put the interests of clients first.

“We believe that the train has left the station and the fiduciary model is the future of the financial advisory industry,” says Paul Pagnato. “There is great clarity when your primary obligation is to your clients, not a quarterly profit/loss statement. At PagnatoKarp, we operate within a completely open platform to provide transparency to our clients and access to every option that best suits their individual needs.”

[box type=”info”]The Barron’s Top Independent Advisors Summit is an annual invitation-only conference that provides insightful perspectives from Barron’s top advisors and leading practitioners. The multi-day event was held in Orlando, FL from March 22-24, 2017. Pagnato’s session, The Future of the Fiduciary Model, was moderated by David Canter, Head of the RIA Segment, Fidelity Investments, and co-hosted by Paul Pagnato, Founder and CEO at PagnatoKarp, and Marty Bicknell, Mariner Wealth Advisors. Paul was privileged to once again share his knowledge and advice with the exclusive audience of top financial advisors.[/box]

About PagnatoKarp

Founded by Paul A. Pagnato, a Barron’s Top 100 Financial Advisor and Forbes Top Wealth Advisor, and David W. Karp, PagnatoKarp is an independent registered investment advisor (RIA) specializing in ultra-high-net-worth individuals, families, and entrepreneurs, and represents over $3 billion in assets under advisement. PagnatoKarp acts in a fiduciary capacity and provides fee-only financial planning and family office services, including tax, investment, legal, estate, private banking, trading, philanthropy, family governance, and concierge. The transparent family wealth advisors also serve high-net-worth investors through the TrueFiduciary™ business unit. PagnatoKarp has built a reputation of protecting clients’ capital and providing custom strategies for the families they serve. Learn more at

The Barron’s ranking reflects the volume of assets overseen by advisor teams, revenues generated for the firms, and the quality of advisor practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Rankings may not be representative of any one client’s experience but reflect the criteria used by the publication issuing the ranking, and is not indicative of future performance.

Media Contact: Jessica Cultra

SOURCE PagnatoKarp

Related Links


Leave a Reply

Your email address will not be published. Required fields are marked *