Chris Floyd

CFP®, CPA

Paradigm Advisors

Financial Advisor

Chris Floyd

CFP®, CPA

Paradigm Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Floyd, CFP®, CPA

(214) 756-6075

    We're physically based in Dallas, Texas and in Fayetteville, Arkansas - but we are a virtual practice. We can work with you seamlessly and efficiently, regardless of where you are in the world.

    Chris Floyd is a Dallas, TX fee-only financial planner. Paradigm Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Floyd is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    As a fee-only financial advisor, I enjoy using my extensive financial services experience to partner with my clients, helping you align your dreams and aspirations with an achievable financial life plan. Whether you are in the early stages of accumulating wealth, or you are navigating the waters of preserving existing wealth, it is my mission to help you create a plan that allows you to live life to its fullest while keeping you accountable to your future plans.

    Prior to transitioning into investment management, I spent two years in public accounting with KPMG, which has provided me with unique insights into how taxes in particular affect financial planning and wealth management. I also spent over ten years in the hedge fund world as an equity research analyst, portfolio manager and ultimately partner at a multi-billion dollar Dallas-based hedge fund; and subsequently founded an investment firm focused on energy-related hedged strategies. Prior to joining Paradigm, I was the Chief Investment Officer for an ultra-high net worth family office in Dallas, Texas. I received a B.B.A. in Accounting from Millsaps College, and am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®).

    Perhaps the most important thing to know about me is how I view the service we provide: I see our financial guidance as an integral component of our clients’ happiness, as it keeps them from being a slave to the worries the topic of money can often bring.

    When I’m not helping others plan for their future, I enjoy quality time with friends and family, spending time in the gym or a spin class, and time with my toes in the sand or snow skis strapped to my feet any chance I get. I also enjoy dabbling in art and design, especially discovering local and regional talent.

    Chris Floyd is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning

    At Paradigm, we value objectivity, integrity and transparency. We provide fee-only financial planning focused on guidance and support. Our advisors don’t collect commissions on any investments we recommend, allowing us to offer truly objective advice.

    We’ve created a three step process that makes it easy to collaborate and customize a plan tailored to your goals.

    Step 1: Design
    We want to understand who you are and where you want to be, both now and in the future. We’ll work together to aggregate your information, then we’ll design a plan that works for you. Paradigm Advisors uses Riskalyze to help discover your patented Risk Number®.

    Step 2: Implement
    We’ll help you take the second (and sometimes scariest) step: putting your plan into action. Whether we’re diving into the details around purchasing a new home or revising your estate plan, we’ll come up with solutions together. We provide strategic direction, asset allocation and investment advice.

    Step 3: Live
    Living your life with peace of mind should be a priority, but we’re all human. We know that life is unpredictable and its only constant is change. As questions start to arise, feel confident that a team of advisors at Paradigm will support you each step of the way.

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      Chris Floyd is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      Chris Floyd is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

    • CPA - Certified Public Accountant
      Chris Floyd is a Certified Public Accountant (Learn More)

      A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

    • XY Planning Network
      Chris Floyd is a Member of the XY Planning Network

      The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

    Contact Chris Floyd

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    Office Locations:

    • 8117 Preston Rd
      Ste 725
      Dallas, TX

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