A complete list of active advisors currently associated with Paragon Private Wealth Management LLC

Warmer can help you find a great advisor at Paragon Private Wealth Management LLC or one who fits your needs even better.

Paragon Private Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, corporations and state or municipal government entities by providing financial planning, consulting, investment management and wealth management services. The firm manages accounts on both discretionary and non‑discretionary bases and advises on held‑away assets such as employer retirement plans, 529 plans, annuities and certain insurance products. The firm’s investment process combines fundamental analysis with an asset‑allocation approach derived from Modern Portfolio Theory and it may select independent managers to implement portions of client portfolios. Paragon conducts ongoing account monitoring, uses a third‑party platform to gather information on employer‑sponsored and insurance‑based assets, and applies ESG screening for clients who request it. Distinctive elements include cash management and treasury services for state and local government entities provided on a non‑discretionary basis and implemented in accordance with Kentucky Revised Statutes 66.480, with coordination of a municipal advisor. The firm also operates an affiliated business that offers bill‑paying, bookkeeping and concierge services — arrangements that create custody exposures (e.g., standing letters of authorization and access to client log‑ins) and subject the firm to surprise independent examinations — and some supervised persons are licensed to sell insurance on a commission basis.

To learn more about the advisors currently working at Paragon Private Wealth Management 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.