# Paragon Retirement Planning

Paragon Retirement Planning is an Asset Manager based in Troy, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Troy, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** paragonrp.com
- **LinkedIn:** https://www.linkedin.com/company/paragonrp

## Regulatory record

- **CRD number:** 284630
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284630

## About

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.

## Sectors

- Wealth Management
- Retirement Services

## People

- 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

## 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.

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Last updated: 2026-08-11T15:07:41.444Z

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