CFP®, EA, ChFC®, CLU®, NTPI Fellow®
Paramount Investment Advisors, Inc.
Founder & CEO
As founder and CEO of Paramount Investment Advisors, Inc. we acknowledge and embrace our fiduciary responsibility to you. We accept the accountability of the recommendations that we provide to our clients.
Acting as the CFO of your personal finances, we apply comprehensive strategies that help manage your financial needs and goals. We have the experience and credentials to lead you toward financial independence.
Chris Hardy's fiduciary obligation is governed by:
Your road to sustainable wealth starts with a focus on your family's financial capital and the three critical competencies that are the foundation for achieving multi-generational success: investing; tax & estate planning; and risk management. These three competencies are the building blocks of all successful families because they represent the fundamentals - without effective investments, tax plans or risk management, there is little point in thinking about the other activities critical to sustaining wealth.
• What should my asset allocation be?
• Am I taking advantage of all the opportunities out there to make money?
• Is my performance achieving my objectives?
• What kind of return should I expect?
• Are my asset managers doing an effective job?
• Do I have the right mix of asset managers?
• How should I measure performance?
• Which money managers should I use?
Tax & Estate Planning
• Am I paying more taxes than I should be?
• What does my estate plan actually do?
• Is my estate in order?
• Should I create a family foundation?
• Am I taking more risks than I need to?
• Am I getting paid enough through my investment returns for the risk I'm taking?
• How much can I afford to spend?
• Do I have enough money to reach my goals?
• Are there any risks that I should be worried about that could significantly diminish my wealth?
We can help you define your specific answers to these questions to help you and your family in the pursuit of financial independence.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Chris Hardy is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Chris Hardy is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Chris Hardy is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Chris Hardy is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Chris Hardy is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Chris Hardy is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Chris Hardy
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