A complete list of active advisors currently associated with Paradigm Wealth Management

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

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.

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