A complete list of active advisors currently associated with Paradise Advisor Group LLC

Warmer can help you find a great advisor at Paradise Advisor Group LLC or one who fits your needs even better.

Paradise Advisor Group LLC is an independent registered investment adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm operates under several DBAs — QE Wealth Management (integration of real estate into wealth management), Legacy Resource Group (trust and trustee-focused services), and Paragon Plan Services (retirement plan advisory) — to deliver these services. The firm acts as a fiduciary and typically constructs diversified, primarily long-term portfolios using mutual funds, ETFs, and individual equities, applying both fundamental and technical analysis and an internal due diligence process. Accounts are monitored on an ongoing basis with formal reviews at least annually, and the firm generally manages client assets on a discretionary basis while using an institutional custodial relationship for execution and custody. The firm’s practice includes two features that are uncommon among independent peers: the principal is a licensed insurance professional who may receive commission-based compensation for insurance product sales, and the firm provides ERISA-focused, non-discretionary retirement plan consulting and investment oversight through Paragon Plan Services. Additional distinguishing details include a small client base (about 19 clients and roughly $8 million in AUM), the use of specialized DBAs for niche services, and the principal’s involvement in a separate software business and holding of an Accredited Investment Fiduciary (AIF) designation.

To learn more about the advisors currently working at Paradise Advisor Group 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.

Name	Location	Years of experience
Jeffrey Dunn Bernstein	Portland, OR	12

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