Finding a financial professional, or even evaluating the one you currently use, is a hard task. There seem to be so many in the marketplace working for different companies.

We will discuss our 5 reasons as to why an advisor at Paragon is different and could be the right fit for you!


Here at Paragon, we have over 120 years of collective advisor experience. As trusted financial advisors, our business stands as a beacon of unwavering expertise and a testament to our enduring commitment to our clients’ financial success. This experience has endowed us with a profound understanding of ever-evolving market landscapes, intricate economic trends, and personalized wealth management strategies. Our seasoned team has weathered countless financial storms, adapting, and thriving through changing times. By choosing to work with us, you are not only tapping into a wealth of knowledge but also partnering with a heritage that values your aspirations as much as its own, forging a path toward a secure and prosperous future together.

Proper Licenses

Our commitment to excellence extends to our team’s qualifications and expertise. Our roster boasts a team of accomplished financial advisors, including two Chartered Financial Analysts (CFA®) and seven Certified Financial Planners (CFP®). These esteemed designations underscore our dedication to upholding the highest industry standards and showcasing our unwavering commitment to your financial well-being. With this exceptional blend of expertise, you can trust that our advice is not only well-informed but also supported by a foundation of rigorous training and professional acumen, providing you with the assurance you deserve as you navigate your financial journey.

Specialized / Team Approach

Our team firmly believes in the power of a collaborative approach, where a single advisor’s expertise is complemented by the collective knowledge of multiple advisors, each specializing in different areas. This team approach ensures that your financial journey benefits from a diverse range of insights, spanning investment strategies, estate planning, tax optimization, retirement planning, and more. By tapping into this comprehensive reservoir of knowledge, you receive holistic guidance that takes into account every facet of your financial life. This collaborative synergy allows us to create a more nuanced and tailored roadmap, uniquely suited to your aspirations, ultimately leading you toward greater financial clarity and success.


Distinguished by our commitment to personalized financial guidance, we go beyond conventional advising by offering comprehensive planning services that are tailored to your unique aspirations and circumstances. Our approach transcends one-size-fits-all solutions, as we understand that everyone’s financial journey is distinct. Moreover, our truly custom institutional portfolios reflect our dedication to crafting investment strategies that align precisely with your specific goals, risk tolerance, and time horizon. By choosing to partner with us, you’re not just engaging financial advisors; you’re embarking on a collaborative venture that weaves your aspirations into meticulously designed financial plans and portfolios.


As a fiduciary, our foremost duty is to act in your best interests, prioritizing your financial well-being above all else. This ethical foundation, combined with our fee-only structure, ensures that our recommendations are entirely free from conflicts of interest, and our compensation is solely derived from the fees you pay for our advisory services. This alignment of interests creates a transparent and trustworthy partnership, where you can be confident that our guidance is driven solely by your success. Choosing to work with us means forging a relationship built on integrity, transparency, and a shared goal of securing your financial future, making us an exceptional partner on your journey toward financial prosperity.

In a financial landscape defined by complexity and constant change, our business shines as a beacon of unwavering expertise and client-centered dedication. With over 120 years of experience as trusted financial advisors, our legacy reflects a steadfast commitment to guiding clients toward prosperity. What truly sets us apart is our team approach and unique personalization for every customer’s needs. Let us navigate you through the complexities of the finance world and help you to build a strong financial game plan. We would love to hear from you! Feel free to call us at (979)-693-3907 or email us at

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