Paragon's Educational Resources

Paragon has several educational resources to help you make wise decisions as an investor. Paragon's financial advisors write articles weekly about the stock market, investing, retirement planning and other related topics. Sign up to receive email updates or newsletters to read these articles. You can also schedule a complimentary review to discuss your personal situation.

Paragon's Portfolio Review

If you would like to discuss your personal situation, schedule a portfolio review with one of Paragon's financial advisors. Each review is 30 minutes. Investors must have a minimum of $200,000 for this complimentary service.


Paragon's Information Kit

Request an information up kit if you would like to learn more about Paragon Wealth Management. You will receive the kit in the mail a few days after you request it.


Paragon's Quarterly Print Newsletter

Every quarter, Paragon mails an 8-page print newsletter. It includes stock market updates and articles written by Paragon's wealth managers. Sign up to be added to Paragon's mailing list.


Paragon's Weekly email Updates

Each week Paragon's wealth managers post stock market updates and articles about investing, retirement planning, current events, and other related topics on our blog, Money Managers Live.


Seven Steps to Building Wealth Article

Sign up to receive a copy of Seven Steps to Building Wealth, written by David Young, President of Paragon. You can request a copy in the mail or download a copy now.


How to Select a Financial Advisor Article

Download "How to Select a Financial Advisor" written by Dave Young, President of Paragon. This article will help you know which questions to ask when selecting a financial advisor.


Risk Tolerance Survey

Do you know your investment risk tolerance? Click on the link below to determine your risk tolerance by taking a short 10-question survey to help you create an investment strategy that is right for you.


We look forward to helping you reach your financial goals