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

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

Paradigm serves individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations and retirement plans with discretionary investment management and financial planning services; it also provides oversight of independent managers and separate discretionary management of variable annuity sub‑accounts. The firm reports managing roughly $201 million in discretionary assets for about 280 clients and offers a wrap‑fee program option for bundled transaction and advisory services. Paradigm’s investment approach is primarily long‑term and grounded in fundamental analysis, constructing customized, time‑segmented portfolios that typically use institutional mutual funds and ETFs while also employing individual equities, bonds, options and annuity sub‑accounts where appropriate. The firm monitors accounts on a continuous basis with formal reviews at least annually and tailors asset allocation and tax‑sensitive decisions to each client’s goals and risk tolerance. Compared with many peers, Paradigm discloses several uncommon features: it sponsors a wrap‑fee program, routinely offers no‑charge educational seminars and workshops, and operates with affiliations to other advisory entities as well as custodial platform relationships that include registered‑representative and insurance licensing activity among its advisory persons. These relationships and program structures are disclosed in the firm’s brochure and are managed through written policies, oversight of independent managers, and client disclosures of potential conflicts.

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