Paragon Wealth Management in Provo, Utah

Investors don’t need to go to Wall Street to find a financial advisor to help them manage their portfolios. Financial advisors at Paragon Wealth Management, located in Provo, Utah, have managed Utah investors’ money since 1986.

Dave Young, president and founder of Paragon Wealth Management, started the company because he couldn’t find a wealth management company to meet his needs. He didn’t want to pay commissions to financial advisors, or buy any products he didn’t need. With his background in business, he decided to start managing his own portfolios in 1986. He started Paragon Wealth Management later that year. When he avoided the 1987 stock market crash, his methods sparked a lot of interest and he started attracting more clients.

Over 20 years later, Paragon continues to grow and additional financial advisors have joined Paragon’s team.

Paragon’s financial advisors are not like most advisors.

  • First, they actively manage clients’ portfolios to outperform benchmarks such as the S&P 500.
  • Second, their portfolios are driven by quantitative models and have a strong history of outstanding risk adjusted returns.
  • Third, they have worked in all types of market conditions for over 20 years.
  • Fourth, all of our financial advisors have fiduciary responsibility, which means they have a legal obligation to put their clients’ interests ahead of their own.
  • Last, they are not paid on commissions, don’t sell any products and do not charge surrender fees.

Call 801-375-2500 to meet with one of Paragon’s financial advisors to discuss your individual needs.

Consultation