Chris Hardy, CFP®, EA, AIF®, ChFC®, CLU®, NTPI Fellow

Examiner
DISC Type : cs

Owner at North Georgia Accounting Solutions LLC

Cumming, Georgia, United States

Overview

Chris is the founder of Paramount Investment Advisors, bringing over 20 years of experience as a fee-only wealth manager. A graduate of Lee University, he specializes in comprehensive financial planning and tax reduction strategies, holding numerous advanced designations like CFP®, EA, and NTPI Fellow® to best serve his clients.

Outside of work, Chris lives in the North Georgia mountains with his wife and three daughters. He enjoys spending time outdoors with his family and is actively involved in his local church, balancing his professional drive with strong personal and community values.

Unique fact: Chris is an NTPI Fellow®, a prestigious credential earned by a select group of tax professionals with expertise in representing taxpayers before the IRS.

Personality Overview

Process Oriented

Unexpressive

Late Adopter

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Tax Reduction
He focuses on creating proactive strategies to help clients legally reduce their taxes to the lowest possible level, a core competency he highlights.
Retirement Planning
He shows interest in providing different financial perspectives and guidance for those who are in or nearing their retirement years.
Small Business Finance
As the owner of multiple accounting firms, he is passionate about helping small business owners manage cash flow, automate tasks, and grow their companies.

Media Appearances

Chris Hardy – Founder and Wealth Manager @ Paramount Investment Advisors. Featured in Whitebridge.ai

See Now

Work History

6-2020
Owner at North Georgia Accounting Solutions LLC
1-2009
Founder/Managing Partner at Paramount Tax and Accounting, LLC
1-2008
Founder/ Wealth Manager at Paramount Investment Advisors

Education

1994 - 1996
Bachelor’s Degree from Lee University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Cumming, Georgia, United States Job Level : Leadership Designation : Owner at North Georgia Accounting Solutions LLC
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Chris

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Chris take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Chris

Personality Compatibility


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