A complete list of active advisors currently associated with Aragon Advisors

Warmer can help you find a great advisor at Aragon Advisors or one who fits your needs even better.

Aragon Advisors provides discretionary and non‑discretionary asset management, financial planning, and retirement‑plan consulting to individuals, high‑net‑worth individuals, business owners and business entities. The firm reported about $110,620 in assets under management across 11 client relationships as of year‑end 2025 and may serve as a limited‑scope ERISA 3(21) advisor for qualified retirement plans. Investment strategies are tailored to each client’s goals, time horizon and risk tolerance and rely on fundamental and cyclical analysis to inform security selection, asset allocation, monitoring and periodic rebalancing; account reviews are performed at least quarterly and may consider tax‑loss harvesting opportunities. The firm offers both discretionary and non‑discretionary engagements and documents client objectives through profile forms and an investment policy statement when applicable. What distinguishes the firm from many small independent advisors is the principal’s affiliated outside businesses: an accounting practice (the principal reports spending approximately 90% of his time on accounting activities) and an insurance agency (approximately 5% of time), through which tax and insurance services are offered and disclosed as potential conflicts of interest with mitigation procedures and fiduciary obligations. The combination of ERISA 3(21) plan services alongside these affiliated tax and insurance activities is atypical for a single‑advisor independent firm.

To learn more about the advisors currently working at Aragon Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.