Susan
Davies
Paradigm Wealth Advisory LLC
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About this Advisor
Susan Davies is a financial advisor based in Avon, Connecticut, working with Paradigm Wealth Advisory LLC. Susan has previously held positions at Tim Mccarthy, Cpa and Us Wealth Management. Susan is registered to provide services in Connecticut. Currently, Susan is part of Paradigm Wealth Advisory LLC, which operates out of Avon, Connecticut. The firm has 3 offices and 16 employees. The firm manages assets totaling $356.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Paradigm Wealth Advisory LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Paradigm Wealth Advisory LLC Brokerage Details
$356,126,149
16
2,137
$166,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Susan Davies Work History
Us Wealth Management
Us Wealth Management
Tim Mccarthy, Cpa
Disclosures
Please visit the SEC profile of Susan Davies to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paradigm Wealth Advisory LLC
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Avon, CT
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
