A complete list of active advisors currently associated with Paradigm Advisors, LLC

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

Paradigm Advisors serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, charitable organizations, and businesses, offering discretionary investment management, comprehensive and targeted financial planning, and personal tax return preparation facilitated through a third‑party provider. Clients can engage ongoing planning via monthly or quarterly retainers, fixed‑fee financial plans, or traditional investment management tied to a client‑specific investment policy. The firm implements a passive, model‑based investment approach, assigning each account to a model portfolio built primarily from low‑cost, broadly diversified exchange‑traded funds—principally funds managed by Dimensional Fund Advisors—and rebalances toward model targets approximately every six months while considering cash needs and tax consequences. Paradigm custodies client assets at Fidelity/NFS, generally executes trades through that platform, and generally does not aggregate (block) client orders, meaning clients trading the same security on the same day may receive different execution prices. Distinctive elements in Paradigm’s brochure include its emphasis on continuous, retainer‑based comprehensive planning with ongoing planner access and the offering of personal tax return preparation alongside advisory services, a combination that is less common among peers. The firm also provides educational seminars and workshops and explicitly documents its directed‑brokerage arrangement and trade sequencing practices, signaling a focus on client education and transparent disclosure of potential execution‑related conflicts.

To learn more about the advisors currently working at Paradigm Advisors, 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.