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 comprehensive financial planning and investment advisory services for individuals and families, addressing retirement planning, tax and estate planning, risk management, and small‑business planning. The firm offers ongoing retainer engagements as well as limited‑scope financial reviews and hourly consultations to match varying client needs. Investment guidance is tailored around each client’s tax situation, risk tolerance and financial goals, with portfolios typically constructed from no‑load mutual funds, ETFs, government securities and individual bonds. Portfolio management is delivered on a non‑discretionary basis—recommendations are implemented only with client approval—and the firm operates on a fee‑only model without performance‑based compensation. Distinctive features include a primary reliance on non‑discretionary relationships together with fixed retainer, flat‑fee review and hourly billing arrangements rather than charging a percentage‑of‑assets. The firm manages approximately $113 million for a relatively small client base, does not take custody or vote proxies for clients, and can include tax preparation and planning services as part of its offerings.

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.