On January 16, 2024, Trivium Point Advisory announced that it merged with Paradigm Financial Partners and Lyons & Lyons, CPA.
Trivium Point Advisory (“Trivium”) announced on January 16, 2024 that it merged with Paradigm Financial Partners (“Paradigm”) and Lyons & Lyons, CPA (“Lyons & Lyons”). Further terms of the deals were not disclosed.
Trivium, based in Westport, Connecticut, is an independently owned and operated financial advisory firm providing financial guidance services to individuals and businesses. As of January 2024, Trivium had $716.2 million in assets under management.
Paradigm, based in Westport, Connecticut, is a registered investment advisory firm providing wealth management services. As of March 2023, Paradigm had $613.6 million in assets under management.
Lyons & Lyons, based in Macclenny, Florida, is a CPA firm that provides accounting, tax planning, and business consulting services.
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