How long has Paragon been in business?

Schedule a personal wealth consultation


What makes Paragon different from all the other investment companies?


What do you mean by “actively managed money”?


What are ETFs?


Why do you use ETFs in your portfolios?


How have your Managed Income (conservative)  and Top Flight (growth) portfolios performed over the years?


What is your minimum investment requirement?


How do you charge for your services?


Where is my account custodied?


How often will you keep me updated and informed?


What are the important differences between all various types of financial advisors?

What should I look for when hiring a financial advisor?

Do Paragon employees invest in their own portfolio(s)?