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

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

Paradigm Money Management, LLC provides financial planning and retirement-plan advisory services to individuals and business entities, offering tiered planning engagements and 3(21) ERISA plan support. The firm does not manage client assets directly and generally acts as a planner and coordinator rather than a discretionary portfolio manager. After gathering client information, Paradigm recommends third‑party managers (TPMs) or uses advisory platforms and monitors those managers’ alignment with client objectives, serving as a liaison between clients and TPMs. Rather than operating on a direct percentage‑of‑assets under management model, the firm relies on fixed planning fees and ongoing referral arrangements with TPMs and platform providers. Noteworthy features include a public education program of seminars and fee‑based workshops, a focus on retirement-plan consulting in the 3(21) capacity, and a business structure in which the firm’s owner also operates an affiliated insurance agency (disclosed as a potential conflict of interest). These characteristics position Paradigm more as a planning and TPM‑referral practice with formal ERISA plan services than as a traditional in‑house portfolio manager.

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