Paragon Financial Advisors is an independent Registered Investment Advisor (RIA) with our main office in College Station, Texas, serving clients across the United States. Founded in 2007, Paragon continues to be built on the fiduciary principal: to always act in our clients’ best interest.
What Makes Paragon Different
- Fee-ONLY not Fee-Based
- Fiduciary
- $500+ Million Assets Under Management
- Independent and 100% Owned by Principals
- Advisor and Family Assets Invested Directly Alongside Clients
- Industry-Leading Credentials Required
- 2 CFA® and 4 CFP® Advisors
- 120+ Years of Collective Advisor Experience
- Team Approach = Multiple Advisors Providing Different Areas of Expertise
- Truly Comprehensive Planning Services
- Truly Custom Institutional Portfolios