A complete list of active advisors currently associated with Paragon Investing, LLC
Warmer can help you find a great advisor at Paragon Investing, LLC or one who fits your needs even better.
Paragon Investing provides investment advisory and financial planning services to individuals, high net worth individuals, businesses, and other investment advisers. The firm offers both discretionary and non‑discretionary managed accounts, portfolio management, and standalone or bundled financial planning and consulting services, with account minimums disclosed for access‑only and full‑service programs. The firm’s investment process is tailored to client objectives, time horizon, and risk tolerance and can incorporate asset allocation, dollar‑cost averaging, technical and fundamental analysis, and use of mutual funds, ETFs and interval funds. Paragon states a primary goal of preserving purchasing power over the long term and discloses operational controls around third‑party technology, including due diligence on service providers that employ artificial intelligence or machine learning. Paragon’s brochure notes a client base that explicitly includes other registered investment advisers, a relatively uncommon client type for firms of this size, and it discloses the use of performance materials, including hypothetical performance, in its marketing materials. The firm reports a mix of discretionary and non‑discretionary assets under management and details practices for restricted‑access and interval fund allocations and redemption timing in its client agreement and fee/termination policies.
To learn more about the advisors currently working at Paragon Investing, LLC, 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.
You can also browse Paragon Investing, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Detroit, MI
| 6
| |
Royal Oak, MI
| 0
| |
Northville, MI
| 8
| |
Henderson, NV
| 0
|
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