Who We Are

Grounded in Principles, Guided by Purpose

We’re a team of financial professionals who believe great advice starts with listening first. Our approach combines years of experience with a commitment to keeping your financial strategy both clear and comprehensive.

Our Story

From Different Paths to
a Shared Vision

Paradym was built on the belief that financial planning should feel steady, personal, and clear. Jeff brings more than 30 years of guiding clients through life’s ups and downs, while Josh offers fresh perspective and analytical depth from his institutional background. Different experiences brought us here, but we were united by a shared belief: clients deserve straightforward strategies and long-term relationships rooted in trust.

At Paradym, we combine this philosophy with modern tools, balancing experience and energy, mentorship and innovation. Together, we’ve created a practice where planning is collaborative, advice is easy to understand, and every client feels supported for the road ahead.

Jeffrey Smith and Joshua Southwick, part of the leadership team of Paradym Wealth Management in Wyomissing, PA, walk and talk in a garden

A stock image of a grandparent with a grandchild illustrates Paradym's point that they're looking for clients who value substance over flash, who want to understand their financial decisions, and who are looking for advisors they can trust through all market conditions

Why Us?

The Paradym Difference

We’re not trying to be all things to all people. We work best with clients who value substance over flash, who want to understand their financial decisions, and who are looking for advisors they can trust through all market conditions. Our clients often tell us they appreciate our calm approach during turbulent times.

Start a Conversation

Our Core Values

Commitments We Take Seriously

Integrity First

We recommend what’s right for your situation, not what generates the highest fees.

Long-term Partnership

We’re building relationships that can span decades, not transactions.

Clarity Over Complexity

We translate financial concepts into language you can understand and act on.

Meet the Team

Experience That Works Together

We’re a small team that plays to each other’s strengths. Jeff brings steady experience, Josh adds fresh perspective, and Seth helps keep everything running smoothly. By working side by side, we make sure you always get clear advice and personal attention.