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.

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.

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Social Media

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We are thrilled to welcome a new addition to our team, Finance Intern, Julia Poli. Julia is a Cincinnati native, and joins our team as a junior at the University of Cincinnati. She is studying finance with a minor in insurance and risk management. We are looking forward to supporting Julia's growth while she gains hand-on experience in the financial services industry. Welcome to the team, Julia! #FinanceIntern #TheParadigmGroup #UniversityofCincinnati #Cincinnati #CincinnatiFinance #LinderCollegeofBusiness

We recently hosted a Medicare webinar in partnership with MFS, featuring guest speaker Andrew Gordon. Andrew shared valuable insights on how Medicare works, key considerations to keep in mind, and how it can fit into your broader wealth plan. A big thank you to Andrew and MFS for helping us bring clarity to such an important topic! #TheParadigmGroup #Medicare #RetirementPlanning #WealthPlanning #WealthManagement #HealthcarePlanning #Investing #Cincinnati #FinancialWellness

The Paradigm Group was proud to sponsor the Information Technology Senior Management Forum's Charity Golf Tournament at Chateau Elan on September 12th. ITSMF prepares professionals for executive roles in technology to drive organizational innovation and growth - developing and nurturing dynamic leaders through enrichment of the mind, body, and soul. They envision a world with barrier-free opportunities for technology leaders, innovators, and influencers. This event was a powerful reflection of that mission, bringing together leaders and partners in support of advancing diversity and excellence in technology. We are grateful to have been part of such an impactful day. #ITSMF #DiversityInTech #TheParadigmGroup #Leadership #Cincinnati

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.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet the team

Learn more about us. 

Contact

The Paradigm Group

513-826-0580
theparadigmgroup@rbc.com

Latest Insights

Detour sign Global Insight Monthly November 2025

Five disruptors to the U.S. economic cycle

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