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Paragon Retirement Planning
Paragon Retirement Planning helps clients build wealth through written financial plans that provide income for life and incorporate risk management.
Paragon Retirement Planning
Paragon Retirement Planning helps clients build wealth through written financial plans that provide income for life and incorporate risk management. The firm is independent and develops custom financial strategies from a wide array of products, services and approaches. Led by Daniel Stavale, the team focuses on helping clients pursue an ideal retirement with greater peace of mind.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Troy
Principals
Daniel Stavale
Owner/President
Daniel Stavale
Investment Adviser Representative since 2013
Tracey Stavale
Client Events & Marketing Director
Adam Alderton
Financial Analyst
Patricia Kelly
Customer Service
Alexandra Bartosik
Director of First Impressions
Theresa Collins
Sr. Wealth Advisor
Peter LaBrash
Wealth Advisor
Logan Bauer
Lead Wealth Advisor
Sector focus
Frequently asked questions
Is Paragon Retirement Planning a fiduciary under ERISA?
Yes. As a registered investment adviser, Paragon Retirement Planning must adhere to fiduciary standards under the Investment Advisers Act of 1940 and, when dealing with qualified retirement plans, under the Employee Retirement Income Security Act of 1974. This means the firm is legally obligated to act in the best interest of plan participants and beneficiaries, disclosing all conflicts and fees (per SEC Form ADV requirements).
What types of clients does Paragon Retirement Planning serve?
Based on regulatory filings, the firm serves two primary client segments: individuals and high-net-worth individuals seeking retirement income planning, and small to mid-sized businesses that sponsor defined-contribution plans like 401(k)s. The firm acts as an investment adviser and, in some cases, a plan fiduciary for corporate clients.
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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