Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Michelle Underwood Gass, CPA, CFP®, RLP®

Helping young families achieve financial confidence to enjoy what matters most

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Paradigm Advisors Michelle Underwood Gass, CPA, CFP®, RLP®
Dallas, TX

Serving Clients Nationwide

Helping young families achieve financial confidence to enjoy what matters most

214.756.6066

Website

Areas of Focus

  • Education Funding
  • Equity Compensation Options
  • Financial Life Planning
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Michelle Underwood Gass. 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), Certified Financial Planner (CFP®) and Registered Life Planner (RLP®).

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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)
  • Registered Life Planner (RLP)

Affiliations

  • 100 Women in Finance
  • American Institute of CPAs
  • Fee Only Network
  • Financial Planning Association
  • Kinder Institute of Life Planning
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

8111 Preston Road, Suite 575 Dallas, Texas 75225

Additional Locations

📍 310 West Dickson, Suite 220 Fayetteville, Arkansas 72701

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call with Monica, our director of operations so we can learn if your situation matches our expertise. If so, we'll schedule a complimentary 60-min call with Michelle and Spenser to discuss what is top of mind, your desired future state and what it looks like to work with us. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

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.

Our Typical Clients are:

➡️ Dual-career household families in their 30's or 40's earning $250,000 or more

➡️ Parents with school-age children preparing for the cost of higher education while simultaneously ensuring retirement is on track.

➡️ Established executives at the officer or director level position who need help navigating additional employer benefits such as stock options, deferred compensation, etc.

Wherever you are now - considering retirement savings strategies, evaluating private school for your children, purchasing a second home, saving for college, or supporting your elderly parents - we’re here to provide guidance.

Building a firm financial foundation to pursue your ideal life and achieve confidence in your future is paramount. You can trust us to care for your financial health, navigate dynamic changes in financial markets, optimize your tax strategy, and help avoid costly mistakes before they snowball.

Education

University of Tennessee, Knoxville, Masters of Accountancy/Concentration Tax | Bachelor of Business Administration (BBA), Accounting | Southern Methodist University Certificate, Financial Planning

Hobbies and Interests

  • Family
  • Traveling
  • Walking
  • Wine

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Do You Make Good Money, but You’re Not Rich Yet? You Might be a HENRY.
What is a Registered Life Planner (RLP)?
Financial Planning for Business Executives
Looking for a Financial Advisor for Millennials?
Looking for a Financial Advisor in Dallas, Texas?
Should You Hire a Certified Public Accountant (CPA)?
Skip to toolbar