Dedicated to solving your most difficult challenges
Paradigm Financial Advisors focuses on helping individuals and families with more complex needs. By bringing tax and estate planning together with traditional financial planning and investment management, we help you get better results.
We go beyond basic strategies to incorporate creative ways to reduce taxes now and in the future. Our multi-specialty team is also always available to help you analyze and solve any financial problem that comes your way.
Are we a good fit for you?
|I have complex financial needs
|I want tax planning included with my financial advice
|I want estate planning included with my financial advice
|I want the team helping me to include a financial planner, a CPA, and an attorney
|I want a true fiduciary that always puts my interests first
|I want a firm that is transparent on fees and does not accept commissions|
Get the Attention You Deserve
With bigger firms, you can sometimes feel like you’re just a number. Not with Paradigm Financial Advisors. Our intensive, team-based approach includes significant focused attention.
We ensure that by keeping our client-to-advisor ratio low. That equates to extra time to develop customized solutions and strategies.
Areas of Specialty
We specialize in helping the following types of clients.
- Business owners
- High net worth individuals and families (and their trusts)
- Corporate executives
- Physicians and other professionals
- Charitable entities
- Company-sponsored retirement plans
- Pension plans