For the business owner and affluent families

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Paradigm Partners

Mark Korona

Financial Advisor

Registered States:
  • CT
  • DE
  • FL
  • IL
  • IN
  • KY
  • LA
  • MI
  • MO
  • NC
  • ND
  • NY
  • OH
  • OK
  • SC
  • TN
  • TX
  • VA
  • WV

Education

  • Bachelor of Electrical Engineering, University of Dayton
  • Masters of Business Administration, The University of Dallas

Credentials

  • Senior Portfolio Manager
  • Series 7, 66, 3 licenses

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Exit planning
Investing
Business Owners
Financial Services professionals
Financial planning
307 South Ashland Avenue
Lexington, KY 40502
  • (859) 335-8108

Email Me

Advice. Beyond investing.

Wealth, from your point of view

Advice for business owners and entrepreneurs

Advice for business owners and entrepreneurs

Selling your business: Proceed with passion

UBS Business Transition Services can help unlock the possibilities

Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

Backed by the strength of UBS

A global leader in wealth management

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020

Global leader

UBS is a world-leading wealth manager

#1

Serving Business Owners

Euromoney Private Banking and Wealth Management Survey, 2020

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