Paragon Advisors has been providing clients with disciplined financial planning and prudent investment advice since 1995. We apply a holistic approach to investment management and financial planning, working with individuals and families to ensure their tax planning, estate planning, insurance and overall risk tolerance are all aligned toward a common goal. While we specialize in investment management and retirement planning for individuals who are retired or nearing retirement, our clients also include small businesses, trusts, and pension and profit sharing plans.
Paragon Advisors is an independent, experienced advisor who will be attentive to your needs, while providing objective, professional guidance. We are trusted advisors to hundreds of long-standing clients, and are honored to have helped them pursue financial peace of mind.