A complete list of active advisors currently associated with Paragon Financial Advisors
Warmer can help you find a great advisor at Paragon Financial Advisors or one who fits your needs even better.
Paragon Financial Advisors provides discretionary portfolio management, financial planning, retirement-plan advisory, and access to third‑party sub‑advisers and private funds for individuals, high‑net‑worth clients, pensions, trusts, estates, charitable organizations, and business entities. The firm also offers 401(k) and qualified plan services and, for eligible relationships, adds family office–style Private Client Concierge Services as part of the advisory relationship. The firm’s investment process centers on strategic asset allocation and fundamental analysis, using mutual funds, ETFs, individual securities and alternative vehicles including interval, tender‑offer, and limited‑partnership funds, with systematic rebalancing and periodic account reviews. Paragon manages accounts on a discretionary basis, monitors held‑away participant accounts through a third‑party platform, provides periodic performance and tax reports, and states that AI tools are used only for internal administrative purposes rather than for investment decision‑making. Distinctive features disclosed in the firm brochure include the provision of concierge and family office‑style support at no separate fee for certain clients and a Preferred Provider Program that introduces clients to third‑party service providers, with a disclosed affiliation between a principal and Bronco Ventures that creates a potential conflict of interest. The brochure also notes that the firm communicates periodically with clients through performance and tax reports and client events, and it discloses relationships with third parties and third‑party materials in its client communications and online materials.
To learn more about the advisors currently working at Paragon Financial 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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