At Paradigm Wealth Management, we believe financial planning is about more than just numbers—it’s about understanding your goals, values, and what truly matters most. As an independent Registered Investment Advisor and fiduciary under the SEC, we are committed to providing individualized advice that aligns with the services you need and the fees you pay.
With over two decades of experience in the investment industry, our founder—a CERTIFIED FINANCIAL PLANNER™ based in Lincoln, Nebraska—has been helping individuals and small business owners build financial confidence through personalized, thoughtful planning.
We take pride in being locally rooted and family-focused. As lifelong Nebraskans and active members of our community, we understand the importance of long-term relationships, transparency, and trust. Whether you're planning for retirement, growing your business, or navigating life transitions, we're here to guide you each step of the way.
Our Guiding Values
Knowledge
With over two decades of experience and a CFP® designation, we bring deep financial insight to every client conversation. As an independent Registered Investment Advisor, we stay informed and objective so you can make confident, well-informed decisions.
Support
We believe in building lasting relationships through personalized guidance. Whether you're an individual or small business owner, we’re here to help you navigate financial decisions, celebrate progress, and stay aligned with your goals.
Integrity
As fiduciaries, we are committed to putting your best interests first—always. We take pride in offering honest, transparent advice and treating every client with the care and respect they deserve.
Let’s Build a Financial Plan That Reflects What Matters Most to You
Whether you're planning for retirement, growing your business, or just getting started, we’re here to provide honest guidance rooted in experience and integrity.
