PARAGON FINANCIAL PARTNERS

Overview

Paragon Financial Partners is an independent registered investment adviser that focuses on serving individuals and families with customized financial planning and portfolio management. The firm tilts toward equities and exchange-traded products as the backbone of client portfolios, while supplementing core exposure with third‑party alternative managers and insurance products when appropriate. Their business model supports both discretionary portfolio management and non‑discretionary advisory relationships, and fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements for planning and project work. Investment preferences emphasize liquid, exchange‑traded exposures for core beta — the firm’s filings show a marked use of ETFs and listed equities — paired with select allocations to hedge funds, real estate, commodities, digital currency and energy deals to add return streams and diversification. Paragon does not identify as an ESG‑focused investor and does not operate as a capital allocator; alternative and private exposures are accessed through external managers and third‑party vehicles rather than in‑house funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices