We will be holding a free investment workshop on 9/17 at Matt Dishman Community Center from 6:30-7:30pm. People of all ages are welcome.
Paradigm Financial Strategies, LLC is a registered investment advisory firm located in Portland, OR. We provide fee-only, comprehensive financial planning and investment management services to everyday people and small businesses, regardless of their current financial positions. Our passion is for educating, empowering, and serving members of our community to take control of their financial affairs in order to assist our neighbors in living full and meaningful lives.
Our services are offered on a fee-only basis. This means that the only compensation we receive comes directly from our clients, rather than from product sales commissions or referral fees. In addition, being fee-only allows us to act as fiduciaries to our clients, give candid and objective advice, and avoid the inherent conflicts of interest that are associated with commission-based compensation models.
Disclaimer: This website is for informational purposes only and does not constitute a complete description of our services or investment performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information is obtained from sources which we and our suppliers believe to be reliable. But we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.