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 Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, charitable organizations and businesses. The firm’s retirement plan work includes ERISA 3(21) and 3(38) services and employee investment education and communication for plan participants. Paradigm delivers customized, primarily discretionary portfolio management with a long‑term orientation, constructing portfolios from institutional mutual funds, ETFs, individual equities and fixed income while accommodating legacy positions and, when appropriate, independent third‑party managers. The firm conducts ongoing oversight of independent managers and may include management of variable annuity subaccounts within a client’s overall strategy. Compared with many team advisers, Paradigm is notable for formal business affiliations and multiple operating arrangements disclosed in its brochure: it operates under common control with another SEC‑registered adviser and several advisory persons also serve as registered representatives operating in a broker‑dealer capacity. The firm also sponsors a wrap‑fee program that bundles transaction costs with advisory fees and discloses offering employee seminars and participant education as part of its institutional retirement services.

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.