Who We Are For Clients

Paradigm Financial Advisors, LLC is a business designed specifically to provide value added advice that is beyond the expectations of our clients and their families throughout their lifetimes.   We have built a very unique “multi-specialty” comprehensive wealth management team which is focused entirely on serving the needs and important values of every individual client.

Perhaps the most important and difficult decision for any business is clearly defining “Who they are, what they do and who they do it for”.  There is a lot of confusion about what a financial advisor is in the financial services business.  Banks, brokerage firms, insurance companies and others label themselves as financial advisors, but are primarily interested in selling proprietary investments, insurance and other “products”.  Many of these firms have lost the trust of their clients due to the conflicts of interest that have been exposed during the recent financial crisis.

We have chosen to be involved in the total long term financial “picture” for clients on an unbiased and objective basis.  As Fee-Only® Advisors, we receive no commission income from the implementation of any investment, insurance or planning recommendation.  Our success depends entirely upon the quality of our advice and services to our clients.

Our clients are predominantly very active and self-reliant people who simply want prudent advice that they can trust.  They are often self-made millionaires, former business owners, professionals, executives, and “early” retirees who have many other interests in life beyond just “worrying about their money”.  Our clients value relationships, competence and integrity, and realize they don’t have the time or inclination to try to learn to do everything, so they surround themselves with people who give them good advice and great service.  What we’ve learned that’s really important to most of our clients is Peace of Mind, having a sense of “control”, simplicity and convenience, the availability of guidance, coaching and education.

Quote . . . . “In the end . . . it’s not the years in your life that count.  It’s the LIFE in your years”.  Abraham Lincoln