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

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

Paragon Financial Services works with individual clients (including high-net-worth households) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, pension consulting, advisory consulting, and sub-advisory services tailored to each client. Paragon offers both discretionary and non-discretionary portfolio management and may implement customized or model-based strategies that draw on fundamental and technical analysis as well as tactical, quantitatively informed allocations; portfolios are monitored and rebalanced on an ongoing basis. The firm also coordinates estate planning via Encore Estate Plans and tax preparation/planning through its affiliate Paragon Tax Strategy (with access to CPAs at United Cloud Partners Services), while noting it does not provide legal or tax advice directly. What is noteworthy about Paragon compared to many peers is its role as a wrap fee program sponsor and its formal affiliation with tax and estate coordination providers, arrangements that are relatively uncommon among similarly supported firms. The brochure also discloses that trades are executed through LPL Financial and that some advisors are dually registered as LPL representatives and licensed insurance agents, relationships the firm identifies as potential conflicts of interest for clients to consider.

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