Paradigm Consulting

Paradigm Consulting

Founded in 1992 by President Laurie Schoen, Paradigm Consulting operates as an independent registered investment advisor anchored in Utica, New York. The firm describes a team that has worked together for decades, with Executive Vice President Amy Mielnicki alongside Schoen forming the named leadership. Paradigm positions its practice around proximity: it manages capital for individuals, high-net-worth families, and corporations concentrated in its immediate region, with no satellite offices or national distribution platform. The firm cites more than 30 years of combined team experience. Paradigm's service model spans investment advisory, financial planning, and retirement solutions, with a stated emphasis on personalized client engagement rather than institutional-scale asset gathering. The firm does not publicly disclose allocations to manager funds, directs, or co-investment vehicles, nor does it publish a breakdown of asset-class exposure. Its client base — high-net-worth individuals, families, and local corporations — suggests a mix of separately managed accounts and planning-led mandates, though no specifics on custody, reporting, or portfolio construction methodology appear in public materials. Geographic focus is singular: the Mohawk Valley region of upstate New York, with no disclosed out-of-state or international activity. Paradigm Consulting does not publish total assets under advisement, team headcount, or aggregate client counts — a posture consistent with a privately held, closely held advisory practice. The firm's web presence emphasizes culture and longevity over scale, with Schoen noting "a dedicated investment process along with a regular system of reporting." No philanthropic foundations, affiliated operating companies, or club memberships (such as Tiger 21 or YPO) appear in the public record. Recent operational events — fund closes, promotions, office openings — are absent from disclosure channels; the firm's last verifiable activity is its ongoing operation from the 133 Business Park Drive address. Paradigm's structural differentiator is its continuity as a long-tenured, single-office advisory practice in a secondary market. While most RIAs of similar vintage have either scaled through acquisition or layered on multi-family office services, Paradigm remains a relationship-first shop where the named principals are the investment committee. This architecture makes succession the implicit variable: the firm's intellectual capital is concentrated in a small, stable team with no publicly announced next-generation leadership plan.