Our Mission


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Money should be your servant, not your master. You should be able to use your money to live the life you want. If you manage your money properly, it can simplify and improve your life. If you manage it poorly, it will bring you more grief than good.

Everywhere you turn there are different voices telling you how to invest — magazines, books, infomercials, robo-advisors, self-proclaimed experts, etc. There is no shortage of free advice. The problem? Free advice is worth what you pay for it.

Making money is difficult. Keeping your money is even harder. There seem to be 10 ways to lose money for every one way there is to make it. To complicate things, managing investments is counterintuitive. Research repeatedly shows most people invest when they shouldn’t and don’t invest when they should. According to DALBAR, most do-it-yourself investors drastically underperform market averages.

Bottom line: If you do not have the time, resources and expertise to manage your money, you are walking into a minefield. We have seen countless people lose their entire savings to bad decisions. Whether it’s leveraged real estate, misguided business ventures, poorly rated annuities, poor stock choices, expensive life insurance, loans to relatives, or even offshore investments, the end result is the same: a once-bright future turns bleak.

Our job is to ensure that our clients make smart financial decisions so they can avoid the landmines and live their dreams.


On the surface, all “financial advisors” look the same. In reality, they vary widely in quality and cost. Who you select will determine your financial success.

There are commission-based sales people, such as stockbrokers, bankers, insurance agents, financial planners, etc. Bigger is not always better. You could choose one of the big brokerage firms, mutual fund companies, or large investment companies. In that case, you will receive “personalized” guidance from one of the nameless, faceless individuals in an office of hundreds of cubicles. It is often a challenge to get through the voicemail system to even talk to someone. If you’re lucky, their office will be based in the United States.

There is a much better way to invest: the Paragon Model. We are truly unique amongst Investment Managers.

We have been guiding investors for 28 years. We have experienced, survived and thrived in some of the most difficult markets in U.S. history — the Crash of 1987, the Asian Crisis of 1998, the Tech Collapse of 2000 and the Market Meltdown of 2008. We’ve only grown stronger in the face of adversity.


A very small percentage of Financial Advisors are Fiduciaries. Fiduciary Advisors have a legal obligation to act in their client’s best interest — or they can be shut down. Fiduciary Advisors work as your partner, sitting on the same side of the table. They are not sitting across from you selling products. This distinction is crucial.

The terms “Commission Only,” “Fee Based,” and “Fee Only” make it very confusing for investors to understand the difference between advisors. “Commission Only” and “Fee Based” advisors ARE NOT Fiduciaries. Just “Fee Only” advisors are Fiduciaries. Paragon is a Fiduciary and Fee Only advisor.

Minimize your investment costs where possible. Management costs should be reasonable and provide good value. The management fees should be offset by the savings you receive through product expertise, economies of scale, and trading execution.

Our clients pay us only one way. There are no commissions, no front-end fees, no 12-B1 fees and no surrender fees. Our fee is fully transparent. We charge a quarterly management fee for our services. The management fee is initially set up depending on the size and complexity of the account. We provide many other services such as general financial guidance, retirement planning, pension maximization, social security optimization, stock option analysis, estate and business planning. However, we only charge one ongoing quarterly management fee to manage the investments. All other services and advice are included as needed at no extra cost to our clients.

Most clients initially choose Paragon because of our stellar investment performance. As time goes on, they realize our highest value has been protecting them from their investment inexperience. We help them find financial peace. Our clients are our friends. We are their guide. Our money is invested right alongside theirs.

Our mission is your mission.


Paragon has been recognized repeatedly for the services we provide to our clients.

  • Best of State Award for Investment Advisory Services in 2008, 2011, 2012, 2013, 2014 and 2015
  • Small Business of the Year Award / Provo Orem Chamber of Commerce 2008
  • Top Wealth Managers in the United States / Wealth Manager Magazine 2008, 2010
  • National Association of Board Certified Advisory Practices / Premier Advisor 2010, 2011, 2012, 2013, 2014
  • Top 50 Fastest Growing Firms in the U.S. by Financial Advisor Magazine
  • Best of Utah Valley 2012

Click here to view awards disclosure