A complete list of active advisors currently associated with Paradiem, LLC

Warmer can help you find a great advisor at Paradiem, LLC or one who fits your needs even better.

Paradiem provides asset management, financial planning and consulting, and insurance services to individuals, high‑net‑worth families, and charitable organizations. The firm markets structured family and business planning programs (branded as Kingdom ROI) and delivers both discretionary and non‑discretionary portfolio management. The firm’s investment process relies on fundamental analysis with a generally long‑term orientation, constructing portfolios from individual equities, ETFs, mutual funds and fixed‑income instruments tailored to each client’s goals and risk tolerance. Paradiem emphasizes ongoing personal contact and coordination with clients’ other advisors, positioning itself to act in a CFO‑style role for complex family and business planning and conducting periodic monitoring and annual reviews. Compared with many team advisors, Paradiem sponsors a wrap fee program that bundles transaction costs into its advisory fee and discloses affiliated private‑fund interests through its relationship with Impact Kingdom Group, which may create potential conflicts of interest. The firm combines traditional investment management with fixed‑fee wealth‑counseling and business‑planning retainers, insurance agency activities, and third‑party proxy‑voting support, yielding a broader service mix than is typical for similarly sized teams.

To learn more about the advisors currently working at Paradiem, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.