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PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Bonds Online Group is a Mercer Island, WA-based company in the Financial Services sector.
Kohler Credit Union is one of the leading providers in Financial Services. It is based in Oklahoma City, OK. To find more information about Kohler Credit Union, please visit www.kohlercu.com
Since 1986, Guaranty Home Mortgage Corporation (GHMC), has been a market leader in mortgage lending. In 2019 GHMC transformed from a regional lender to national lender, growing licensing in 46 states. We originate and purchase loans nationally through our broker and correspondent channels. At GHMC we pride ourselves on maintaining the best service in the industry; programs to help support your mortgage strategy and competitive pricing that is paving the way for GHMC to be a leading wholesale/correspondent lender nationally. Guaranty Home Mortgage Corporation is based in Nashville, TN and maintains operations in Atlanta, Boston and Philadelphia. Equal Housing Lender.