A complete list of active advisors currently associated with Paradigm Investment Advisory LLC

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

Paradigm serves individual investors (the firm says it typically engages clients with investable net worth over $500,000), as well as pension plans, corporations, trusts and other entities. Its core services include fee-based financial planning and consulting, retirement plan consulting for small to mid-sized qualified plans (often 10–50 participants), and acting as a solicitor/referral source to unaffiliated third‑party money managers. The firm’s work emphasizes written financial plans, retirement and college‑savings projections, periodic investment and insurance reviews, and manager due diligence rather than in‑house active security selection. Paradigm does not take custody of client assets or exercise investment discretion for client accounts, and planning fees are typically flat and invoiced directly rather than debited from custodial accounts. Notably, principals of the firm serve as sponsors and managers of privately offered conduit investment funds (e.g., Acquire Investments and related funds) and operate several affiliated investment entities, an arrangement the brochure discloses alongside other outside business activities. The brochure also discloses that related persons sell insurance and that recommendations may lead to implementation by related parties, which could create conflicts of interest that clients should consider.

To learn more about the advisors currently working at Paradigm Investment Advisory 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.