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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
12

Minus sign iconPlus sign icon
  • United States Of America
    10
  • Canada
    2

Paradigm Financial Advisors, LLC's Leadership

  • Stylized image of a person
    C. B.
    Founder And President
    Mobile Phone
  • Stylized image of a person
    K. H.
    Financial Planning Associate - Director Of Client Services - Wealth Relationship Manager
    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
Location
Last Update
  • Stylized image of a person
    C. B.
    Founder And President
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    K. H.
    Financial Planning Associate - Director Of Client Services - Wealth Relationship Manager
    Mobile Phone
    Oct 21, 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; 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 July 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 July 2026, Paradigm Financial Advisors, LLC's key employees include:

  • Founder And President: C. B.
  • Financial Planning Associate - Director Of Client Services - Wealth Relationship Manager: K. H.

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