Michelle Underwood Gass
CPA, CFP®, RLP®
Paradigm Advisors
Founder / Principal
Michelle Underwood Gass
CPA, CFP®, RLP®
Paradigm Advisors
Founder / Principal
As a fee-only financial planner, my mission is to offer unbiased, sound advice to help you achieve financial freedom and pursue the things you love to do. - Michelle Underwood Gass, CPA, CFP®, RLP®
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.
Michelle Underwood Gass is a Dallas, TX fee-only financial planner. Paradigm Advisors provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michelle Underwood Gass is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Michelle Gass is a fee-only the Founder of Paradigm Advisors located in Dallas, TX and Fayetteville, AR.
I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs.
My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®).
When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.
Michelle Underwood Gass is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
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
- Tax Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
Ideal Clients
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Those Nearing Retirement
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Michelle Gass is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Michelle Gass is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Michelle Gass is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Michelle Gass is a Member of the XY Planning NetworkThe 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.
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Michelle Underwood Gass is a Registered Life Planner® (RLP®)A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
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Michelle Gass is Featured Member on Ellevate - Invest in Women
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Michelle Gass Pens a Letter to the SEC with the Subject: Public Comment Letter on the SEC Advice Rule and Separating Advice from Sales
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Michelle Gass is Featured on XYPN Radio and XYPN's Blog: "From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass"
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Michelle Gass is Featured in Texas Wall Street Women: "A Decade of Phenomenal Women featuring Michelle Gass"
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Michelle Gass is Featured on Ellevate - Invest in Women as a Panelist on Financial Wellness: Tips on How to Get in Top Financial Shape
Contact Michelle Underwood Gass
Office Locations:
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8111 Preston Rd Ste 575
Dallas, TX 75225-6410 -
310 West Dickson
Suite 210
Fayetteville, AR 72701
