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Paradigm Financial Advisors, LLC Employee Directory

Financial ServicesMissouri, United States0-1 Employees

Paradigm Financial Advisors, LLC is a fee-only, SEC-registered investment adviser based in Des Peres, Missouri. It provides comprehensive wealth management through a team-based approach that covers investments, estate planning, cash flow, tax planning, and retirement goals. The firm operates in a fiduciary capacity, prioritizing clients' best interests and emphasizing prudent asset management, low costs, and consistent results.

In February 2022, Paradigm Financial Advisors formed a partnership with Creative Planning Advisor Services, LLC, joining Creative Planning Inc., described in the news release as among the country's larger RIAs. The arrangement expanded its presence in the St. Louis area.

Find Paradigm Financial Advisors, LLC employees' phone numbers or email addresses

Paradigm Financial Advisors, LLC Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    9
  • Canada
    2

Paradigm Financial Advisors, LLC's Leadership

  • Stylized image of a person
    C. B.
    Founder And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Financial Planning Associate - Director Of Client Services - Wealth Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. F.
    Tax Planning Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Personal Investment Portfolio Designer And Insurance Agent
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B.
    Staff Accountant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. J.
    Underwriting
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. Z. B.
    Financial Planner
    Phone icon
    Mobile Phone

Paradigm Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from Paradigm Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. P.
    Owner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Aug 01, 2024
  • Stylized image of a person
    C. B.
    Founder And President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    K. H.
    Financial Planning Associate - Director Of Client Services - Wealth Relationship Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    A. F.
    Tax Planning Manager
    Phone icon
    Mobile Phone
    United StatesMissouri
    Oct 21, 2024
  • Stylized image of a person
    L. P.
    Personal Investment Portfolio Designer And Insurance Agent
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    D. B.
    Staff Accountant
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    D. J.
    Underwriting
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    W. Z. B.
    Financial Planner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    Z. B.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    United StatesMissouri
    Oct 22, 2024

Frequently Asked Questions

What is Paradigm Financial Advisors, LLC known for?

Minus sign iconPlus sign iconParadigm Financial Advisors, LLC operates in the Financial Services industry. The company's main headquarters is located in 12818 Daylight Circle Des Peres, Missouri 63131 United States; you can contact the main corporate office by phone at
+1-314-966-****
. Explore Paradigm Financial Advisors, LLC's company overview page for more information.

What is Paradigm Financial Advisors, LLC's most common email format?

Minus sign iconPlus sign iconParadigm Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paradigm Financial Advisors, LLC email formats with LeadIQ.

How many employees does Paradigm Financial Advisors, LLC have currently?

Minus sign iconPlus sign iconParadigm Financial Advisors, LLC has approximately 1 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Paradigm Financial Advisors, LLC's key employees and leadership?

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As of June 2026, Paradigm Financial Advisors, LLC's key employees include:

  • Founder And President: C. B.
  • Owner: B. P.
  • Financial Planning Associate - Director Of Client Services - Wealth Relationship Manager: K. H.
  • Tax Planning Manager: A. F.
  • Personal Investment Portfolio Designer And Insurance Agent: L. P.

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