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 discretionary and non‑discretionary portfolio management, financial planning, and advisory services to individuals, high‑net‑worth clients, businesses, and other investment advisers, as described in its brochure. The firm offers managed account programs and standalone planning or consulting engagements and tailors advice to client objectives and suitability information gathered at account opening. Paragon’s investment approach emphasizes customized asset allocation informed by methods such as fundamental and technical analysis, ETF/mutual fund selection, dollar‑cost averaging, and both long‑ and short‑term strategies, with a stated primary goal of preserving purchasing power over the long term. The brochure also discloses the use of less liquid products—including interval and other restricted‑access funds—and explains the special handling and redemption mechanics tied to those holdings. Compared with many peers, Paragon explicitly includes other registered investment advisers among its client types and discloses providing performance presentations, including hypothetical or advertised results, in its public materials. The firm is relatively new to SEC registration (founded in 2020 and SEC‑registered in 2026), manages a mix of discretionary and non‑discretionary assets, and notes that some recommended allocations and access to restricted funds are treated as firm intellectual property with specific redemption procedures.

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.