A complete list of active advisors currently associated with Paradigm, Strategies in Wealth Management, LLC

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

Paradigm provides asset management and financial planning to individuals and families, including high‑net‑worth clients. Services include discretionary portfolio management, financial planning and consulting, and management or monitoring of employer‑sponsored plan assets through held‑away account platforms. The firm combines active and passive strategies grounded in Modern Portfolio Theory and follows a documented five‑step investment process (analyze, design, IPS, implement, monitor) with ongoing discretionary oversight. Paradigm uses third‑party research and aggregation tools (including YCharts and Pontera), has disclosed limited use of AI for operational and client‑service tasks, and may recommend alternative, illiquid investments to clients who meet suitability requirements. What is noteworthy is the firm’s insurance‑industry ties: the advisory firm and a related insurance entity continue to receive trail compensation from prior insurance sales, and a principal maintains an insurance license solely to service existing contracts. For a small advisory team, Paradigm manages a relatively large asset base and emphasizes held‑away aggregation technology to provide consolidated reporting and management without taking custody.

To learn more about the advisors currently working at Paradigm, Strategies in Wealth 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.