Paradigm Wealth Management

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Client assets under management

$107,232,723

Clients

346

8% high-net-worth

Advisors

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

173

Very High

Average account size

$309,921

About

Paradigm Wealth Management provides investment advice and planning primarily to individual clients — including high‑net‑worth households — as well as to retirement plan sponsors and participants. Services include discretionary and non‑discretionary asset management, modular and full financial planning, variable sub‑account management for annuities and life contracts, and a range of ERISA‑focused retirement plan consulting and fiduciary management offerings.

The firm tailors portfolios to client objectives and risk tolerance using a mix of analytical methods (fundamental, technical, cyclical and charting) and regular account monitoring. Its program can employ margin and options strategies and, notably, may use borrowing and other derivatives within separately managed accounts, practices that increase complexity and require explicit client authorization and oversight.

Paradigm also publishes occasional educational newsletters and provides seminars and workshops at no charge, practices that are relatively uncommon among peers. The firm uses tools such as eMoney for planning, may utilize signal providers for sub‑account exchanges, and offers a suite of retirement plan services ranging from participant education to discretionary plan management; it may waive planning fees for clients who engage its asset management services.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Life insurance needs analysis College savings (529s, UTMA, etc.) Tax strategies for small businesses

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Fixed financial planning fees ranging from $250 to $1,000 depending on service level

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually

Commissions

Insurance commissions and registered representative commissions may apply and can offset advisory fees by up to 100% of the commission received

Project-based

$200 per hour for financial planning services

Other

Minimum fee: Minimum fee of $250 for financial planning services

Main office location

Paradigm Wealth Management

8101 O Street, Suite 301

Lincoln NE 68510, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Illinois · Iowa · Kansas · Missouri · Nebraska · Nevada · North Carolina · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 531-333-2728

Advisors at this firm

Andrew P

CFP®, Series 63, Series 65

Lincoln, NE

Paradigm Wealth Management

Andrew Pool is a CFP® with 25 years of industry experience, currently serving as an advisor at R2 Wealth Management Partners, where he has worked since 2015. He previously worked at Securities America Inc. from 2016 to 2019. Outside of his advisory role, Pool is president of the Waverly Band Boosters, an organization supporting school instrumental music programs. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction, employing strategies such as options trading and margin usage, and offers ERISA fiduciary retirement-plan management and variable annuity sub-account management.

General retirement planning Retirement income strategy Life insurance needs analysis College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired

Joshua H

Series 65

Lincoln, NE

Paradigm Wealth Management

Joshua Hoppe is a financial advisor at R2 Wealth Management Partners in Lincoln, NE. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining R2, he worked at Paradigm Wealth Management, LLC, and has experience in education and retail sectors. R2 Wealth Management Partners provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement-plan sponsors and participants. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers services such as discretionary portfolio management, retirement plan consulting, and fiduciary management.

General retirement planning Retirement income strategy Life insurance needs analysis College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Retired

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