Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
- Just 1 email every week
- 3-min easy reads
- Uninterrupted updates
Join 250,000+
professionals today
Add Insights to your inbox - get the latest
professional news for free.
Paradigm Financial Partners and Lyons & Lyons CPAs Join with Trivium
Join our 250K+ subscribers
Join our 250K+ subscribers
Subscribe19 JAN 2024 / M&A UPDATES
-1742305332.webp)
Connecticut-based financial advisory firm Trivium Point Advisory has formed strategic partnerships with Paradigm Financial Partners and Lyons & Lyons CPAs as a move to expand service offerings and consolidate market presence. The partnership integrates tax planning, accounting, and business consulting with investment advisory services, aiming to provide comprehensive financial solutions to attract new clients, drive innovation, and carve out a stronger position in the financial advisory sector.
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:
Profiles of the Firms Involved
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.
Until next time…
Don’t forget to share this story on LinkedIn, X and Facebook
📢MYCPE ONE Insights has a newsletter on LinkedIn as well! If you want the sharpest analysis of all accounting and finance news without the jargon, Insights is the place to be! Click Here to Join
-1748525954.webp)
