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William M

CFP®, ChFC®, Series 63

Akron, OH

Paradigm Investment Advisory LLC

William Manby is a CFP® and ChFC® with 24 years of experience in financial advising. He is currently with Paradigm Investment Advisory LLC and has previously worked at Manby Financial Strategies, Inc., OnPointe Advisory and Financial Services, LLC, Paradigm Holdings LLC, and Simplicity Wealth LLC. He is also licensed as a fixed insurance agent. Paradigm Investment Advisory LLC serves individual investors, pension plans, corporations, trusts, and other entities, focusing on fee-based financial planning, retirement plan consulting, and referrals to third-party money managers. The firm emphasizes written financial plans, periodic reviews, and manager due diligence without taking custody of client assets or exercising investment discretion.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired
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William M

ChFC®, Series 63

Akron, OH

Paradigm Investment Advisory LLC

William Manby Jr. is a financial advisor at Paradigm Investment Advisory LLC with over 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Manby has held leadership roles in several related entities, including Paradigm Equity Strategies LLC, where he serves as president and CEO. He is active in community organizations such as the Akron Rotary Club and the Akron Community Foundation. Paradigm Investment Advisory provides fee-based investment advisory and financial planning services to individuals and institutional clients, including pension plans, trusts, and charitable foundations. The firm emphasizes third-party money manager due diligence, asset allocation, and fundamental analysis, and manages multiple privately offered conduit investment funds.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired
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