Paragon Wealth Management was selected by NABCAP to be included in the Premier Advisors of Utah list in the November 2010 issue of Utah Business.
Financial decisions can be among the most important decisions in an individual’s life. Capable advisors serve an important role in facilitating those decisions. Separating and distinguishing the strongest practitioners from the industry’s pool of advisors is a clear benefit to the investing public. The National Association of Board Certified Advisory Practices (NABCAP) is an unaffiliated, nonprofit organization that was created to tackle the daunting challenge of identifying top practitioners. NABCAP promotes higher standards and transparency, which are vital to the long-term success of the investing public.
MAKING THE GRADE
NABCAP and its board of directors created an unaffiliated evaluation process in which 20 categories of practice management are assessed. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by participating advisory practices. NABCAP’s methodology is unique in deciphering advisors because it is primarily objective, not subjective, and helps add transparency for the investor’s benefit. The NABCAP list of Premier Advisors is not merely defined by assets under management or revenues produced. Instead, NABCAP attempts to identify top advisors regardless of size, firm or affiliation.