A complete list of active advisors currently associated with Paragon Financial Partners

Warmer can help you find a great advisor at Paragon Financial Partners or one who fits your needs even better.

Paragon provides wealth management and investment advisory services to individuals, high‑net‑worth clients, estates, trusts, and corporations. Services include discretionary and non‑discretionary portfolio management, comprehensive financial planning and consulting, and, on a limited basis, trustee services. The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, and portfolios are customized across exchange‑listed securities, ETFs, mutual funds, alternatives, and other instruments. Paragon discloses that it may employ short‑term margin borrowings and options (derivatives) in separately managed accounts and monitors those positions through its internal due‑diligence and risk‑review processes. Noteworthy for a supported firm, Paragon manages over $329 million in client assets with a two‑person advisory team while also accepting trustee roles and, in certain situations, custody of client accounts—arrangements that trigger annual surprise examinations. The firm also discloses that supervised persons hold insurance licenses and provides specialized planning services such as divorce financial planning and negotiation support, which broaden its service mix relative to many peers.

To learn more about the advisors currently working at Paragon Financial Partners, 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.