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Paragon Financial Advisors
Paragon Financial Advisors is a venture capital based in Newton, founded 2005; the Altss profile covers its classification, headquarters, registration, AUM...
Paragon Financial Advisors
Paragon Ventures is a company founded in 2019 and headquartered in Springboro, Ohio, operating in stealth mode.
General information
Firm type
Venture Capital
Year founded
2005
Location
Region
North America
Country
United States
City
Newton
Corporate office
Newton, MA, United States
Principals
Dana J. Levit
Owner and Principal Advisor
Frequently asked questions
Who makes investment decisions at Paragon Financial Advisors?
Dana J. Levit, CFP, is the owner and principal advisor. She is the sole decision-maker on all financial planning and investment counsel provided to clients.
How is Paragon Financial Advisors structured — is it a family office?
Paragon is a registered investment advisor (RIA) operating as a solo practice, not a family office. It provides fee-only financial planning to individual clients and does not invest principal capital.
Does Paragon Financial Advisors make direct investments or fund commitments?
No. The firm does not make direct investments, fund commitments, or SPV investments. It serves as a planning and advisory practice only.
What investment stages or sectors does Paragon target?
Paragon does not target investment stages or sectors. It provides portfolio analysis and investment counseling across all asset classes for its individual clients.
Where does the underlying wealth at Paragon come from?
Paragon does not manage a concentrated pool of family wealth. Client assets come from individual households who retain the firm for financial planning services.
Is Paragon Financial Advisors affiliated with any larger organization?
No. Paragon is a standalone, sole-proprietorship RIA based in Newton, Massachusetts, with no disclosed parent or sibling entities.
Does Paragon maintain a philanthropic arm?
No philanthropic foundation or charitable trust is named in public materials. The firm does not disclose any such structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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