We’ll Meet You Where You Are.
Whether you’re just getting serious about saving or you’re a seasoned professional, Paradigm is here to help you focus on achieving your dreams while navigating everyday life.
You Got This!
Whether you’re just getting serious about saving or you’re a seasoned professional, Paradigm is here to help you focus on achieving your dreams while navigating everyday life.
At Paradigm, we value objectivity, integrity and transparency. We provide fee-only financial planning focused on guidance and support. Our advisors don’t collect commissions on any investments we recommend, allowing us to offer truly objective advice.
Paradigm makes it easy to collaborate and customize a plan tailored to your goals.
We want to understand who you are and where you want to be, both now and in the future. We’ll work together to aggregate your information, then design a plan that works for you.
We’ll help you take the second (and sometimes scariest) step: putting your plan into action. Whether diving into the details of purchasing a new home or revising your estate plan, we’ll come up with solutions together. We provide strategic direction, asset allocation and investment advice.
Living your life with peace of mind should be a priority, but we’re all human. We know that life is unpredictable and its only constant is change. As questions start to arise, feel confident that our team of advisors at Paradigm will support you each step of the way.
Are you an established professional but not yet ready to retire? Experiencing a significant life change and need help navigating the future? Overwhelmed by the thought of addressing your current and future goals?
We serve successful professionals, executives and entrepreneurs seeking to achieve a balanced approach to financial freedom, time management, and core values.
We might be a good fit to work together if:
Wherever you are now - considering retirement savings strategies, evaluating private school for your children, purchasing a second home, saving for college, or supporting your elderly parents - we’re here to help.
Building a firm financial foundation to pursue your ideal life and achieve confidence in your future is paramount. You can trust us to care for your financial health, navigate dynamic changes in financial markets, optimize your tax strategy, and help avoid costly mistakes.
We help you prepare for life’s challenges and address the financial implications of important life decisions, such as:
We truly believe our unique perspective sets us apart. Our team has extensive experience in varied wealth management and financial planning roles. Our deep knowledge of investing, taxation, trust and estate planning shapes our view toward risk management and staying the course. Combined with our well-recognized credentials (CFA®, CFP®, CPA), this perspective qualifies us to advise clients navigating life’s difficult choices.
We provide clarity, insight and direction around your finances to help you achieve your life goals. Our comprehensive financial planning services are delivered within the context of a collaborative client/advisor relationship. By working with your other advisors, we will be proactive in optimizing your tax planning strategies.
We provide strategic direction, asset allocation and investment advice to our clients with the overarching goal of capital preservation and long-term growth.
We take an active approach to passive investment management. We invest primarily in exchange-traded funds (ETFs) and mutual funds, with a constant eye on liquidity for our clients.
Above all, we manage your portfolios for the long term, with a “stay the course” philosophy on risk management.
Initial Plan: Paradigm’s comprehensive financial planning package for the first year is $2,500 - $35,000 and includes everything from insurance and education planning to long-term care needs and charitable giving strategies.
Ongoing Concierge Fee: In subsequent years, an annual retainer of $2,500 - $40,000, billed quarterly, is charged based on your income, diversity of assets and complexity of the work. The retainer provides you with concierge access and interaction with the Paradigm team as a sounding board for financial advice throughout the year. We view our relationship with you as an ongoing partnership.
Investment Management: Investment Management fees are 75 basis points per annum for the first $500,000 of assets under management and decline on a tiered basis to as low as 40 basis points.
With over 25 years of experience, our team has collectively worked across all areas of wealth management and financial planning. We invest for the long term. We keep investment costs low, diversify, rebalance regularly and believe in asset allocation. Our experience and credentials (CFA®, CFP®, CPA) mean we’re qualified to advise and coach clients through many of life’s difficult choices.
We’re physically based in Dallas, Texas and in Fayetteville, Arkansas - but we’re a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world. We’ll help you make financial decisions, either in person or online, that impact your life now and in the future.
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.
Texas Wall Street Women (TXWSW), founded in January of 2008, is a non-profit exclusive peer network of professional women in the finance industry who are committed to making a difference in their community and to developing and growing professionally.
Ellevate Network is a community of professional women committed to helping each other succeed.
We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.
8111 Preston Road, Suite 575
Dallas, Texas 75225
214.756.6066
pallc@paradigmadvisors.com
102 East Sunbridge, Suite 2
Fayetteville, Arkansas 72703
479.777.2727
pallc@paradigmadvisors.com
