A complete list of active advisors currently associated with Paradox Financial LLC
Warmer can help you find a great advisor at Paradox Financial LLC or one who fits your needs even better.
Paradox Financial LLC provides fee-only financial planning to individuals (including high-net-worth clients), as well as corporations and other businesses, through comprehensive, ongoing, and hourly planning engagements and educational seminars. The firm offers standard planning services such as retirement planning, tax and estate analysis, insurance and risk management, college savings, and investment analysis, but does not manage client assets or accept custody of client funds. The firm tailors recommendations to each client’s goals, risk tolerance, and time horizon and documents plans in written reports; its analytical toolkit includes fundamental and technical analysis, cyclical and charting approaches, modern portfolio theory concepts, and both passive and active investment guidance. Paradox makes investment recommendations but does not exercise trading discretion on client accounts, leaving implementation and custody to the client’s chosen custodian. What distinguishes the firm from many peers is its focus strictly on planning engagements rather than portfolio management and percentage-of-assets fees: fees are charged on a fixed, hourly, or monthly basis and the firm declines commission-based compensation. The principal is a CFP® professional with prior experience at large financial firms and also conducts educational seminars and speaking engagements and maintains unrelated outside business activities, which the brochure discloses.
To learn more about the advisors currently working at Paradox Financial 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 |
|---|---|---|
Montverde, FL
| 10
|
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