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 works with individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate or business clients. The firm provides discretionary portfolio management, comprehensive and targeted financial planning, and coordinated personal tax return preparation as part of its service suite. The firm’s investment process begins with an individualized investment policy and asset allocation target and is implemented primarily through passive strategies—index mutual funds and ETFs—selected to match client objectives, time horizons, risk tolerance and tax considerations. Paradigm manages client accounts on a discretionary basis, conducts quarterly reviews of performance versus like-managed accounts, and allows clients to impose reasonable investment restrictions. Notable distinctions in the brochure include offering comprehensive financial planning engagements on an ongoing monthly or quarterly retainer with continuous access to a planner, and the inclusion of personal tax return preparation facilitated through a third‑party accounting/bookkeeping firm. The firm also discloses that it will not provide regular written reports to investment management clients, a reporting approach that differs from many peers.

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.