About Us : Baldassari Advisory

Our Story

Baldassari Advisory is a boutique wealth management firm that goes beyond traditional investment advising and asset management.

With 27 years of experience, Paul Baldassari coordinates a team of specialists who preserve and develop wealth for individuals and business owners through partnerships based on understanding, empathy, trust and providing the finest personal service. Guided by these standards, Paul and his team effectively work with each client to thoroughly review assets, prioritize objectives and customize strategies to achieve financial goals to live life to its fullest. Paul partners with his clients to preserve and grow their wealth through disciplined and defined planning and personalized attention that values open communication and routine reviews to ensure plans meet targets. And since so many feelings, emotions and cultural nuances are often associated with financial matters, Paul takes the crucial extra time of understanding each client’s beliefs, behaviors, relationships and realities to advise on and chart the best course forward.

With proven business acumen for effectively resolving problems, Paul is sought out particularly by business owners, who value his pragmatic, creative and real-world advice and guidance on a range of lending, real estate, financial, leasing, cost control, cash and general management issues they face in their specific competitive environments. Business owners often rely on Paul’s expertise on using and integrating leverage as part of an overall financial planning and wealth management strategy.

While Paul and his team can tap into industry experience with Prudential, SunTrust as well as their relationship with Wells Fargo and affiliates to access their tools, research and resources, clients still receive the customized and personalized attention they deserve.

Fiduciary Fee-Only Advisory

Serving as a trusted and ethically bound fiduciary who acts in your best interests, providing the unquestionable confidence, integrity and transparency you expect in an advisor.

Boutique Wealth Management Firm

Providing concierge service to individuals, families and family offices as well as businesses.

Independent

This independence ensures the advice and recommendations provided are free of constraints.

What we Deliver

Holistic Advice

Baldassari Advisory recognizes the highly emotional component and context of financial planning and management. It is not enough to build a financial portfolio by bringing in the right mix of assets. What is also essential – and too often overlooked - is really understanding the emotions, feelings, anxieties and cultural nuances that are behind how we think about and deal with money. Paul Baldassari takes the time to build close and long-term relationships with each client to better understand these critical underlying dynamics. He knows decisions related to money are not always binary and scientific but reflect deeply held beliefs or complex behaviors and relationships. By connecting with his clients to explore these factors as well, Paul delivers holistic advice that allows clients to build healthy attitudes and approaches to their personal finances.

Experience

Merging 27 years of seasoned career experience with the practical expertise of growing up in and managing a successful family business and his own extensive real estate enterprise, Paul Baldassari provides high net worth individual clients and business owners, and family-owned businesses, with results-focused, customized solutions for their financial, business and investment challenges.

Paul values and respects his clients, seeing utmost importance in forging long-term relationships with each one. In many ways, his clients are an extension of his own family. A resident of the Washington, D.C. area since 1991, Paul and his wife Liliana are the proud parents of three active children ages 16, 13 and 7.

Curiosity

With his inquisitive nature, Paul Baldassari’s curiosity and commitment to lifelong learning are clear. He continuously seeks opportunities for ongoing education, including attending industry seminars and conferences to learn new ideas for bringing the best to his clients.

Paul holds degrees in International Finance, Economics and Philosophy from the Busch School of business at The Catholic University of America in Washington, D.C., where he also attended the Columbus School of Law. He is fluent in English, Italian and Spanish.

Paul Baldassari

A Trusted Advisor with Your Best Interests at Heart

A philosophy that values people over processes and products
A vision that takes the long view, one that is naturally grounded in fiduciary responsibility and trust
An approach that listens, empathizes, coaches, and forges loyal, long-term relationships to achieve each client’s unique goals
27 years of proven experience and results providing pragmatic, real-world advice and guidance on a range of topics including planning; financial, legacy, estate, and business
Disciplined and defined planning and personalized attention that delivers through open communications and routine reviews to ensure plans meet goals
Guiding clients through life’s stages and events and acknowledging that life (and the path) is not linear, and we make adjustments along the way

Grounded in Gratitude:
Reflections on the 25th Anniversary of Baldassari Advisory

It's a momentous milestone to mark 25 years in business. As I reflect on the past 25 years since I took that leap of faith to start Baldassari Advisory, what comes to mind and what I feel above all else is a genuine sense of profound gratitude.

I'm grateful
for the wonderful clients who became friends and family and vice versa whom I've had the pleasure of guiding through all stages in life. I've been fortunate to guide and witness first-hand the realization of their life and financial goals, from growing businesses to purchasing second homes to comfortably retiring. Participating in and celebrating countless life events with my clients that span generations brings me much joy. I'm also proud to share my business acumen with the business owners and entrepreneurs I serve. I'm forever grateful for the professional trust each client has in my fiduciary advice and guidance, and I'm honored to know I'm one of the few people clients call when making life decisions. These meaningful interactions spanning nearly three decades with my clients and their friendships are what I treasure most and find deeply fulfilling.

I'm grateful
for those who have partnered with me along the way, providing their knowledge, experience and support. Such a circle is my go-to 'village' of expanded expertise. These experts allow me to provide and offer an even greater breadth of knowledge in financial planning, estate planning, legal and tax advice and accounting and lending services.

I'm grateful
for my parents. Although I'm celebrating 25 years of Baldassari Advisory, the work really started for me nearly 50 years ago when my parents honored me as a young boy by regularly engaging me on what was going on in our small family business, transparently sharing the good and the bad. These conversations were instrumental in building my own business acumen, a business vocabulary, perseverance, and an ability to work through issues that inevitably arise in the real world. My parents led and guided with compassion. They were true and honest role models who made it clear that not everything goes perfectly all the time and demonstrated that there are no straight lines in nature. My parents led by example with integrity, integrity of character as well as integrity of motivations. I proudly carry their lessons with me today and remain forever grateful to my mom and dad!

I am most grateful to and for
Liliana, my wife of nearly 20 years. Her boundless love and support are priceless, and she shared with me my greatest and most cherished treasures - our three children, Pierpaolo (16), Alessandro (13), and Valentina (7). These beautiful children are the greatest responsibility of my life and bring me the greatest joy! Our young princess and her brothers, who are already young men, bring an immeasurable amount of love and joy to our family. Their passion for school, their immersion in extracurricular activities from sailing to learning languages, and their love of their friends and family make me deeply honored to be their father.

I am also grateful for a life well-lived - the life of a client and friend whose passing in January at the age of 95 I continue to grieve. We began working together 23 years ago. Like many of my clients, she came to rely on my support far beyond financial advice, and I cared for her as if she was family. While this is the first time I experience the loss of a client and the deep sadness that accompanies this loss, I am at peace knowing that I was instrumental in continuing her legacy. We planned together in ways that enabled her to fund her grandchildren's college education and honored her wishes for her family's future. I am happy to continue working with her family as we grieve together.

Guided by this gratitude, and at this milestone 25th anniversary of Baldassari Advisory that is the perfect opportunity to bridge past, present and future, here's what I know for sure:

Baldassari Advisory remains deeply committed to the classic, timeless, ageless standards - service beyond measure, expert guidance, sage advice, and personalized attention - to drive how I plan, partner and grow with each client for the journey forward.

Whether we count the years in business as 25 or 50, I still consider myself “in training.” Life teaches me every day, and I learn every day with my clients, as we walk through life together. And, as we walk together, we acknowledge that life (and the path) is not linear, and we adjust along the way. What's important for the journey is hope and optimism, and I look forward to traveling together with you for another 25 or 50 years!

About Us