Paradigm Partners UBS Financial Services

Lexington, Kentucky

★ 5.0 (1 reviews)
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About

Paradigm Partners is an independent registered investment advisory firm in Lexington, Kentucky, operating under the UBS brand. The firm serves business owners with assets exceeding $5 million, high-net-worth individuals, and families, with an average relationship size around $2 million, providing estate planning, financial planning, insurance analysis, investment management, and retirement planning services. The team includes Managing Directors Mark Korona and David Demarest, both Senior Vice Presidents with backgrounds in wealth management and both holding Certified Exit Planning Advisor (CEPA) designations, along with support staff including a Financial Advisor and Wealth Strategy Associate. The firm specializes in business succession planning, exit strategies, and post-liquidity wealth management, having facilitated approximately $210 million in transactions since 2015.

Specialties

Investment Management Retirement Planning Wealth Management

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

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