Michelle Gass

CPA, CFP®

Paradigm Advisors LLC

Founding Member

Michelle Gass

CPA, CFP®

Paradigm Advisors LLC

Founding Member

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Michelle Gass, CPA, CFP®

MICHELLE GASS is a DALLAS, TX financial advisor and investment manager. PARADIGM ADVISORS LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. MICHELLE GASS is a fiduciary financial planner.

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 hedge funds 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 Gass's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

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.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michelle Gass 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)
    Michelle Gass is 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
    Michelle Gass is a Certified Public Account (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
    Michelle Gass 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.

  • Financial Planning Association
    Michelle Gass is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Michelle Gass

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Office Locations:

  • 8117 PRESTON ROAD, SUITE 725
    DALLAS, TX 75225
  • 609 West Dickson Street, #602
    Fayetteville, AR 72701

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