Independent Investment Advisors
Team Approach
Confidence to Move Forward
Our Beliefs in Practice
We believe wealth should provide clarity, not confusion. That’s why we believe in:
Put relationships at the center of every plan by giving direct, honest advice, even when it is difficult.
Managing Partners invest in the same portfolios we recommend, sharing in your outcome.
Elevate education and credentials, so your plan is guided by true expertise.
This philosophy has guided Paragon since 2007 and continues to shape how we serve today.
Leverage collaboration, because no single advisor has all the answers.
Relationships
Alignment
Expertise
Collaboration
Who We Serve
For Families:
Our clients value relationships that are personal, transparent, and built to last.
We partner with households with $1 million or more in investable assets, simplifying the financial process, coordinating with tax and legal professionals, and building fully customized institutional portfolios.
For Institutions:
We manage retirement plans, deferred compensation programs, endowments, and corporate accounts, always with the goal of meeting organizational objectives in a cost-conscious, professional way.
FOr Small Business Owners:
Your business should support the life you want, not compete with it. We work with small business owners to align smart financial strategies with personal goals, helping you plan for today’s decisions, tomorrow’s growth, and the legacy you want to leave behind.
How We Help
Financial Planning
We provide clarity across every area of wealth management.
From retirement projections to estate and tax strategies, our advisors bring order to complex decisions. We coordinate with your other professionals to ensure every piece of your financial life is aligned.
Investment Management
Independent and unrestricted, our strategies are tailored to your goals and risk profile. With access to both public and private investments, we design portfolios that are cost-conscious, tax-efficient, and built for long-term performance.
Why Our Clients Choose Paragon
Trust is earned by the way we work, not just the results we deliver. Paragon is fee-only, meaning our sole source of compensation is the asset management fee you pay. No commissions, no hidden agendas, just advice that puts you first.
Our advisors hold the industry’s top credentials, including CFA® and CFP®, and bring more than 120 years of combined experience. By working as a team, we unite different specialties to create solutions that are as comprehensive as they are personal.
In other words:
You benefit from the highest professional standards.
You gain a team with the skill and independence to design strategies just for you.
You know exactly how we’re compensated.
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