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Paragon Financial Partners
Paragon Financial Partners provides financial advisory services to individuals and institutions.
Paragon Financial Partners
Paragon Financial Partners provides financial advisory services to individuals and institutions. The firm's team includes advisors who design customized portfolios and coordinate tax-efficient strategies. Investment vehicles used include separately managed accounts and mutual funds, with allocations across equities, fixed income, and alternative investments. The firm operates primarily in the United States, serving clients from multiple regional offices. The firm maintains a team of financial professionals who hold industry certifications such as CFP and CFA. It operates under a registered investment advisor (RIA) structure, which imposes fiduciary duties. Paragon Financial Partners has disclosed no public information about total AUM, specific portfolio holdings, or direct investments. The firm's name is not associated with any publicly reported philanthropic structures. Paragon Financial Partners differentiates itself through a client-centric approach that emphasizes financial planning over product sales. The firm's use of an open-architecture platform allows it to recommend solutions from third-party managers rather than proprietary products. This structure is intended to reduce conflicts of interest, though it is common among RIAs.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Paragon Financial Partners offer?
Paragon Financial Partners provides financial planning, investment management, retirement planning, estate planning, and tax-efficient strategies. The firm focuses on customized solutions for high-net-worth individuals and institutions.
Is Paragon Financial Partners a fiduciary?
As a registered investment advisor (RIA), Paragon Financial Partners is legally bound to act as a fiduciary, meaning it must prioritize client interests over its own. This structure is standard for RIAs under SEC and state regulations.
What is Paragon Financial Partners' investment approach?
The firm uses an open-architecture platform to select investments from third-party managers, including mutual funds and ETFs. Asset allocation models are tailored to each client's goals, risk tolerance, and time horizon, with allocations spanning equities, fixed income, and alternatives.
Does Paragon Financial Partners make direct investments?
No public records indicate direct investments by Paragon Financial Partners. The firm's focus appears to be on advisory and discretionary portfolio management using third-party investment vehicles, not direct deal-making.
Who are the principals of Paragon Financial Partners?
Specific named principals at Paragon Financial Partners are not publicly listed in accessible sources. The firm's leadership remains undisclosed in open records.
Where is Paragon Financial Partners headquartered?
Paragon Financial Partners' headquarters location is not publicly available from the sources consulted. The firm maintains regional offices, but a specific HQ city has not been confirmed.
What is Paragon Financial Partners' AUM?
Paragon Financial Partners has not publicly disclosed its assets under management. The firm's AUM remains undisclosed.
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