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Making prudent financial decisions is a challenge, even for experts. New financial instruments are created daily and personal goals change over time.
Whether you want to send your child to college, open a small business, buy a second home or fill your nest egg, we will work with you to create a plan that works for you and your family — and one that evolves with your circumstances.
No matter the situation you are facing, trust New Paradigm Advisors to add value to your existing financial plan because we want to create a long-term relationship with you and serve your needs for many years.
Trust, also, that the plan and guidance we develop for you is in your best interest.
New Paradigm’s client approach is simple. You deserve the highest professional standards for financial planning and investment management. We would not be comfortable providing our services to you without obtaining the most prestigious credentials in the field.
Every New Paradigm advisor who provides financial planning advice has earned the Certified Financial Planner (CFP®) designation and any advisor working in an investment management capacity is either a CFA charterholder or candidate. Though hundreds of thousands of financial advisors offer financial planning and investment management advice, less than 1% hold both the CFP® and CFA credentials.
We are committed to being a knowledgeable, personable and high-touch firm. We manage significantly less ongoing relationships than the industry average, providing a client-centered experience featuring customized advice and superb service. Plus, we talk with our clients regularly and in plain English so they can easily grasp the complexities involved and make informed financial decisions.
919.724.4564
919.510.6172