FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
Paradigm Capital Management, established in 1996, is an independent investment advisory firm committed to the fiduciary standard of client care. They prioritize clients' financial well-being, offering portfolio management and wealth management services.
Their portfolio management expertise allows them to collaborate closely with clients, tailoring investment portfolios to align with individual financial goals, whether it's retirement, globetrotting adventures, or educational expenses. Paradigm Capital Management stands out as an independent advisor, granting them the freedom to craft personalized portfolios by selecting suitable investment vehicles, which may include low-cost ETFs, individual stocks, and bonds.
In wealth management, they take a comprehensive approach, ensuring all financial pieces harmonize, regardless of clients' life stages, whether accumulating wealth, planning for retirement, or establishing an estate for a smooth generational transition.
Regular client meetings keep clients informed about their financial journey and goal progress, with Paradigm Capital Management providing actionable advice to enhance each financial profile. They operate as a fee-only advisor, eliminating conflicts of interest tied to product sales, enabling them to deliver unbiased financial guidance. Independence allows them to prioritize clients over corporate interests, building lasting relationships rooted in client-centric financial advice.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
120805 | 2 |