Trivium merges in Lyons & Lyons and Paradigm

Trivium Point Advisory, a financial advisory firm based in Westport, Connecticut, has added Lyons & Lyons CPAs, a firm in Ridgefield, Connecticut, and Paradigm Financial Partners, a registered investment advisory firm in Westport.

Lyons & Lyons offers tax planning, accounting and business consulting services to complement the investment advisory and financial planning services provided by the expanded Trivium’s wealth management team. Paradigm is an SEC-registered investment advisory firm that was recently named to the Forbes Top RIA Firms of 2023 list. The combined firm has 30 staff members and five partners.

Financial terms of the deals were not disclosed. Paradigm Financial Partners has $830 million in assets under management, according to Forbes, while Trivium has $613.6 million in assets under management, according to Investor.com.

“As we combine our strengths with Trivium, we embark on a new chapter with even greater potential to serve our clients,” said David Lyons, owner of Lyons & Lyons, CPAs, in a statement Tuesday. “Trivium will continue the legacy of personalized service and exceptional financial guidance that has made Lyons & Lyons a trusted name in our community.”

In conjunction with the merger, Trivium unveiled a refreshed website, logo, tagline and signature video. The name “Trivium” means a crossroads where three roads meet in Latin. In the context of client services, the three roads represent wealth management, tax and accounting, and business advisory services. The newly adopted tagline is “Clarity at Life’s Crossroads.” 

“We are delighted to welcome both teams from Paradigm and Lyons & Lyons into our family,” said Trivium managing partner Ron Pac in a statement. “Together, we will seek to further elevate our commitment to the community while expanding our services and capabilities to address the evolving financial needs of all our clients — all within one trusted brand.”