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.


ADV Pt 2 Paratus Financial Brochure 3.25.2022

Paratus Financial, Inc Form CRS 11.11.2021