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Paramount Financial

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Client assets under management

$24,400,000

Clients

106

1% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

35

Low

Average account size

$230,189

About

Paramount Planning LLC (doing business as Paramount Financial) serves individual clients, including high‑net‑worth individuals, through discretionary asset management and related financial planning services. The firm offers portfolio management across proprietary strategic, tactical and allocation portfolios, provides financial plans as part of its advice, and holds educational seminars and workshops for the public.

Paramount’s investment approach emphasizes asset allocation and periodic rebalancing, combining strategic long‑term allocations with tactical adjustments and fundamental analysis to align portfolios with each client’s goals and risk tolerance. The firm manages accounts on a discretionary basis, monitors portfolios at least quarterly, and documents client objectives to guide investment selection and ongoing adjustments.

What distinguishes Paramount among peers is the principal’s active tax and insurance practices: the firm’s owner operates DWB Tax and Insurance Services/Tradewinds Tax Planning and Tri‑Point Tax and Accounting Services and devotes substantial time to those businesses, which the brochure discloses create separate compensation and potential conflicts of interest. The firm also offers held‑away account management for legacy clients through a third‑party platform (Pontera) that enables review and rebalancing of outside retirement accounts, and it provides public education events in addition to its advisory services.

Client services

Financial planning Portfolio management Educational seminars or workshops Assets held away

Expertise

Wealth management Cash flow / budgeting General retirement planning

Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,000.01 - $1,100,000: 1.45% annually $1,100,000.01 - $1,200,000: 1.40% annually $1,200,000.01 - $1,300,000: 1.35% annually $1,300,000.01 - $1,400,000: 1.30% annually $1,400,000.01 - $1,700,000: 1.25% annually $1,700,000.01 - $1,800,000: 1.20% annually $1,800,000.01 - $1,900,000: 1.10% annually $1,900,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $3,000,000: 0.85% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.70% annually

Other

Account minimum: $50,000

Main office location

Paramount Financial

100 Conifer Hill Drive, Bldg. 409 412, Suite 411

Danvers MA 01923, United States

Number of offices

2

Most active in

More info

Massachusetts · New Hampshire · New Jersey

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 978-406-9137

Advisors at this firm

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Ryan B

Series 65

Danvers, MA

Paramount Financial

Wealth management Cash flow / budgeting General retirement planning
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Nancy B

Series 65

Danvers, MA

Paramount Financial

Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.

Wealth management Cash flow / budgeting General retirement planning
user avatar

David B

Series 65

Danvers, MA

Paramount Financial

David Belisle is a financial advisor with Paramount Financial in Danvers, MA, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management and Brookstone Capital Management, and is involved in tax planning and preparation through his ownership of DWB Tax and Insurance Services LLC and Tri-Point Tax and Accounting Services LLC. Paramount Financial offers discretionary asset management and financial planning to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm also provides financial plans at no extra charge and conducts public educational seminars.

Wealth management Cash flow / budgeting General retirement planning
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