# Paragon Financial Advisors

Paragon Financial Advisors is a Venture Capital based in Newton, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Newton, United States
- **Region:** North America
- **Address:** Newton, MA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** paragonfinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/paragonventures

## Regulatory record

- **Reports private funds:** No

## About

Paragon Ventures is a company founded in 2019 and headquartered in Springboro, Ohio, operating in stealth mode.

## People

- Dana J. Levit — Owner and Principal Advisor

## 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.

### 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.

### 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.

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- [Idera Pharmaceuticals](https://altss.com/profile/idera-pharmaceuticals)
- [OneTeam Partners](https://altss.com/profile/oneteam-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/paragon-ventures

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