About Us


Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement planning, and business planning.

Formed in 2003, Paratus currently advises over one hundred clients with a combined wealth of approximately $2 billion. Our services are comprehensive and personal; each client contract and file has unique, prioritized, and clear summaries of mandatory and time-sensitive financial issues.

Paratus prides itself on keeping up with the best practices, services, and products in all areas of personal finance.


Paratus Financial ADV Part 2A.2B Brochure 3.2023.

Paratus Financial, Inc Form CRS 11.9.2023