Trivium Point Advisory, a financial advisory in Westport, Conn., has added Lyons & Lyons CPAs of Ridgefield, Conn., and Paradigm Financial Partners, a registered investment advisory firm in Westport.
Lyons & Lyons offers tax planning, accounting and business consulting services to complement the investment advisory and financial planning services provided by the expanded Trivium’s wealth management team. Paradigm is an SEC-registered investment advisory firm. The combined firm has 30 staff members and five partners.
Financial terms of the deals were not disclosed. Paradigm Financial Partners has $830 million in assets under management, while Trivium has $613.6 million in assets under management.
“As we combine our strengths with Trivium, we embark on a new chapter with even greater potential to serve our clients,” said David Lyons, owner of Lyons & Lyons, in a statement. “Trivium will continue the legacy of personalized service and exceptional financial guidance that has made Lyons & Lyons a trusted name in our community.”
“We are delighted to welcome both teams from Paradigm and Lyons & Lyons into our family,” said Trivium MP Ron Pac in a statement. “Together, we will seek to further elevate our commitment to the community while expanding our services and capabilities to address the evolving financial needs of all our clients – all within one trusted brand.”