Paradigm Wealth Management, an investment advisory and wealth protection firm, has joined LPL Financial’s broker-dealer and hybrid registered investment advisory (RIA) platform.
Bridgewater, New Jersey based Paradigm offers retirement income planning for individuals in and near retirement.
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Paradigm managing partner David Geigerich said: "We chose LPL for its commitment to our independence, the open-architecture of its platform, the access it provides to integrated technology and its stability as a firm.
"And importantly to us, at every level within the organization, from Jason Catlender in business development to the team we met through our home office visit, we felt that LPL understood our distinct business model and how we envision building our business for the future. We believe LPL will be a supportive partner as we work to take our business to a new level."
LPL senior vice president for institutional recruiting Craig Kamis said: "Paradigm has created a successful business in the field of retirement planning and we are excited their firm has made the decision to join LPL."
As of 31 March 2016, Paradigm advisors served approximately $305m in commission- and fee-based assets.
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