Helping you grow more than wealth

Who we are

We create and meticulously service specifically tailored solutions to help solve complex financial issues for high-net-worth families, business owners and executives.

The word paradigm means a standard, perspective or set of ideas. It is our team’s commitment to a high level of service excellence, a nuanced perspective in uncertain times and a set of ideas around how we provide guidance and execution that exceeds our clients’ expectations.

The philosophy of The Paradigm Group is to grow, conserve and preserve multi-generational assets. Our team members collectively bring complementary skills which we engage to create tailored financial solutions for our clients.

Our team includes four financial advisors who bring diverse experiences and designations in the areas of wealth planning, closely held business planning, executive compensation and retirement and workplace solutions. Our four associates have a combined 40+ years of experience in financial services and will know you personally and respond to any question or need. We welcome the opportunity to share our experience and deliver on our promise of world-class service.

Our annual holiday open house recap

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Social Media

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Thank you to everyone that joined our Tax Webinar last week with our guest speaker, Mark Gaudet from Clark Schaefer Hackett. Mark walked us through the key implications of the One Big Beautiful Bill in 2026 - and how it impacts estate planning, gifting strategies, and long-term wealth transfer for families and business owners alike. I wanted to say a big thank you to our very own, Kyle McLaughlin and of course, Mark Gaudet for leading this insightful conversation, and to those who joined us! #TheParadigmGroup #MarkGaudet #ClarkSchaeferHackett #OBBBA #WealthPlanning #EstatePlanningServices #FinancialAdvisors #RBCWealthManagement #WealthTransfer #HighNetWorth #ClientEducation #FinancialLiteracy #StrategicPlanning #BusinessOwners

Every year our team is proud to support the meaningful conversations that move our industry forward at The Matthew McCormick Cincinnati Investment Symposium. The event was brought together buy Xavier finance students, Tommy Puetz, Josie Jurek, and Quinn Keller, along with guest speakers Manuel Abecasis, Economist from Goldman Sachs and Steve Quirk, Chief Brokerage Officer from Robinhood Markets. The symposium continues to be a powerful forum for education, idea-sharing, and real-world insight. Thank you to Xavier University for hosting this event that allows our team to support and invest in the next generation of investment leaders! #TheParadigmGroup #CincinnatiFinance

Want your business and employees to thrive after you retire? Have you considered an ESOP? I can answer your questions and help you plan. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information see Legal and Tax Advice: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Paradigm Group

Learn more about us. 

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Contact

The Paradigm Group

513-826-0580
theparadigmgroup@rbc.com

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