PARAGON FINANCIAL SERVICES

Overview

Paragon Financial Services is an independent registered investment adviser that focuses on fee-based planning and discretionary portfolio management for individuals, families and select institutional clients. The firm structures fees as a mix of percentage of assets under management, hourly charges and fixed fees, and lists financial planning, portfolio management for individuals/small businesses and pension consulting among its advisory services. Paragon does not position itself as an ESG-focused allocator and is not registered as a multi-state adviser. Investment activity centers on public investment vehicles as the core of client portfolios, with external alternative fund managers used to add real-asset and commodity exposure where appropriate. The firm maintains a working relationship with accounting professionals as an industry affiliate and appears to integrate tax and accounting considerations into client planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices