We always put your interests first. Our job is to help you make wise financial decisions. We take the time to understand your background, philosophy, needs and objectives.
Our clients pay a simple, transparent management fee. All planning and additional services are included in that fee. We are not compensated by any other investment or insurance products.
Many clients come to Paragon because of our investment management expertise. We have extensive experience navigating some of the most difficult bull and bear markets in history. Our clients also appreciate the value we provide helping them manage their emotions when investing.
Our money is invested right alongside yours. We are your guide. Our mission is to help you achieve the best life possible with the money you have.