About Us
A Calm Approach to Financial Planning
Financial planning doesn’t need to feel stressful or complicated. Our goal is to bring clarity and steady guidance to people preparing for one of life’s biggest transitions—retirement. We work with individuals and couples who want a thoughtful plan for the years ahead. Whether you're a few years away from retirement or already enjoying it, our role is to help you understand your options and build a strategy that supports the life you want to live.
How the Firm Began
Retirement planning should feel reassuring, not overwhelming.
Retirement planning should feel reassuring, not overwhelming.
After years in the financial industry, our founder saw how often people felt confused by complicated strategies and industry jargon. Many had done a great job saving for the future, but when it came time to retire, they weren’t sure how to turn those savings into a clear and reliable plan. The firm was created to offer something different—a calm, straightforward approach to financial planning focused on real conversations, practical guidance, and long-term relationships. Florida’s relaxed coastal lifestyle made it the perfect place to build that kind of practice.
Meet Our Team
The right guidance starts with people you know and trust.
Born and resides in Beverly Massachusetts. David received his Bachelor in Science in Business Finance from the University of Phoenix. David graduated at the top of his class and is an inductee of Delta Mu Delta International Honor Society in Business. He has achieved his Wealth Management Certified Professional (WMCP) designation through the American College of Financial Services.
My name is Ryan Briggs, and I am the Case Designer for Paramount Financial. My role is to work closely with David and support the client experience by helping coordinate information, reviewing case details, and assisting with the implementation process. We strive to provide clients with the resources and guidance they need to make informed decisions as they prepare for retirement and work toward their long-term financial goals.
I graduated from Merrimack College in North Andover, MA with a Bachelor’s Degree in Economics and Finance. I selected this particular route for my career path as this allows for me to be hands on with clients’ outcomes. I take great pride in making sure that every client is valued and welcomed into the Paramount Financial Family.
In my free time, I enjoy spending time with family and friends. I also enjoy working out and playing basketball.
Who We Work With
Most of our clients are people who have spent decades working, saving, and preparing for the future. Now they want guidance on how to turn that work into a comfortable and lasting retirement.
Many are approaching retirement within the next ten years. Others are already retired and want help organizing their financial picture and making thoughtful decisions for the years ahead. Above all, they’re looking for a steady partner who can help them move forward with confidence.
What We Value
Our work is built around a few simple ideas.
Clarity: Financial decisions should be easy to understand. We focus on clear explanations and practical strategies.
Relationships: We believe good planning starts with listening. Every client’s goals, concerns, and priorities are different.
Long-Term Thinking: Retirement planning is not a one-time decision. It’s an ongoing process that evolves over time.
