Windermere, FL Office

Paradigm Wealth Advisory LLC provides investment management and financial planning to individuals, high-net-worth clients, families, trusts, estates, charitable organizations and retirement plans. The firm offers discretionary portfolio management, standalone or bundled financial planning, and management of variable annuity sub-accounts as part of its services.

The firm’s investment process is primarily long-term and fundamental in orientation, constructing portfolios from institutional mutual funds, ETFs and, where appropriate, individual equities, bonds and options; strategies are time-segmented and tailored to clients’ accumulation or retirement phases. Paradigm monitors accounts on an ongoing basis, may retain or recommend independent managers for legacy relationships, and implements client-directed restrictions and tax-aware transitions of legacy holdings.

Paradigm is part of a group of affiliated entities under common ownership (including Paradigm Investment Advisory LLC and Paradigm Holdings) and discloses relationships with broker-dealers and insurance activities through certain advisory persons. It also sponsors a wrap-fee program and runs periodic, no-fee educational seminars for clients and guests, manages a substantial amount of assets in variable annuity sub-accounts (approximately $71.48M of $201.24M reported), and has been subject to a regulatory order requiring a civil penalty and disgorgement.