As an independent Registered Investment Advisor, we serve families and institutions nationwide with clarity and purpose. With over $950 million under management and a team of advisors who invest right alongside you, we provide more than strategies. We provide the confidence to move forward.
Trusted Guidance. Visible Growth.
At Paragon Financial Advisors, your goals come first.
Investment Management
At Paragon, our investment philosophy is built on access to opportunities, insight, and alignment that few advisory firms can offer. With over $950 million under management, we help clients invest with intention, combining institutional-level resources with deeply personal guidance.
We begin where most firms can’t: private markets. Through Private Equity and Private Credit in both GP and LP structures, we provide access to strategies traditionally reserved for large institutions and ultra-high-net-worth investors. These opportunities can enhance diversification, manage volatility, and create long-term value beyond the public markets.
Our investment management includes:
Access to Private Equity and Private Credit (GP and LP structures)
Institutional-grade portfolio design with a focus on efficiency and cost
Customized public investment management: stocks, bonds, and ETFs
Tax-aware strategies, including loss harvesting and rebalancing
Ongoing performance reporting with complete transparency
Access That Sets You Apart
Alongside this, we build public investment portfolios in-house—carefully constructed with individual securities, ETFs, and other instruments designed to complement your private holdings. Every portfolio reflects your goals, risk tolerance, and tax priorities, and is monitored with full transparency.
Because Paragon is independent—unbound by institutions, fund families, or product constraints—our advice remains objective, our analysis thorough, and our focus squarely on your success. From tax-efficient portfolio design and tax-loss harvesting to institutional-grade diversification, every detail is managed with precision and purpose.
Financial Planning
True wealth is more than numbers, it’s freedom, purpose, and peace of mind. At Paragon, financial planning means bringing those pieces into alignment. We take the time to understand not just your financial picture, but your priorities, what drives you, what you value, and the kind of legacy you want to create.
We don’t hand you a stack of projections; we build a partnership. Your advisor brings together deep expertise in tax, retirement, estate, and education planning while coordinating directly with your attorneys, accountants, and other professionals. The result is a seamless experience that keeps every part of your financial world working together toward your goals.
Our planning covers:
Retirement and cash-flow strategies that balance lifestyle and longevity.
Tax and Roth conversion opportunities designed for efficiency and flexibility.
Estate and gifting strategies that preserve wealth and reflect your family’s values.
Social Security and education funding decisions integrated into your broader plan.
Insurance and risk management reviews that help protect what matters most.
Where Clarity Meets Confidence
Who We Serve
Wealth is complex, but it doesn’t have to feel that way. Paragon serves both families and institutions seeking clarity, confidence, and a trusted partner.
OUR CLIENTS
Small Business Owners
We coordinate with your CPA and attorney to build a clear plan for growth, succession, and eventual exit, so your work today supports the life you want tomorrow.
From cash flow and tax strategy, we advise business owners with the same independence, rigor, and fiduciary responsibility that define all of our work.
Insight That Moves With the Markets
Our dedication to staying informed becomes your advantage.
Through our blog, Paragon Perspectives, we share timely insights on financial planning, investing, and market trends. It is one of the ways we ensure our clients stay equipped with the knowledge they need to make confident decisions.
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Blog title goes here. You have two lines.
Cotton candy marzipan I love jujubes shortbread dessert gingerbread tootsie roll topping.
Blog title goes here. You have two lines.
Cotton candy marzipan I love jujubes shortbread dessert gingerbread tootsie roll topping.
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