Paradigm Financial Partners and Lyons & Lyons CPAs Join with Trivium

Enhancing Comprehensive Financial Services for Clients

Trivium Point Advisory, a financial advisory firm based in Westport, Connecticut, has announced strategic partnerships with Paradigm Financial Partners and Lyons & Lyons CPAs. This collaboration aims to broaden Trivium's service offerings and strengthen its position in the financial advisory sector. 

Background and Rationale for the Partnerships 

The integration of Paradigm Financial Partners and Lyons & Lyons CPAs into Trivium Point Advisory is a strategic move to create a more comprehensive suite of financial services. By combining expertise in tax planning, accounting, business consulting, and investment advisory services, the partnership seeks to address the diverse financial needs of clients more effectively. 

Objectives Behind the Collaboration 

The primary goals of this partnership include: 

• Enhancing Service Development: Integrating tax planning, accounting, and business consulting services with investment advisory and financial planning to provide clients with holistic financial solutions. 
• Expanding Market Reach: Leveraging the combined client base and reputations of the firms to broaden market presence and attract new clients. 
• Driving Innovation: Utilizing the diverse expertise of the combined teams to develop innovative financial strategies and maintain industry leadership. 

Profiles of the Firms Involved 

• Trivium Point Advisory: A financial advisory firm based in Westport, Connecticut, offering wealth management and financial planning services. 
• Paradigm Financial Partners: An SEC-registered investment advisory firm in Westport, Connecticut, managing $830 million in assets and providing investment advisory and financial planning services. 
• Lyons & Lyons CPAs: A Ridgefield, Connecticut-based firm offering tax planning, accounting, and business consulting services, complementing Trivium's wealth management team. 

Anticipated Impact on the Industry 

The partnership is expected to set a precedent for comprehensive financial service offerings, combining tax, accounting, and investment advisory services under one brand. This integrated approach aims to enhance client satisfaction and position the firm as a leader in the financial advisory industry. 

Key Highlights of the Announcement 

Trivium Point Advisory has partnered with Paradigm Financial Partners and Lyons & Lyons CPAs to expand its service offerings. 

The combined firm now comprises 30 staff members and five partners, enhancing its capacity to serve clients. 

Paradigm Financial Partners brings $830 million in assets under management, while Trivium adds $613.6 million, significantly increasing the firm's assets under management. 

Looking Ahead: A Vision for the Future 

With the integration of Paradigm Financial Partners and Lyons & Lyons CPAs, Trivium Point Advisory aims to continue its growth trajectory by offering enhanced, comprehensive financial solutions to clients. The firm is committed to leveraging this partnership to drive innovation and provide greater value to its clients in an increasingly complex financial landscape.