Paragon Advisors

Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. The company's goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing... strategies. An array of financial products and legal documents form the interlocking fabric of your financial life.Knowledge of the agreements made and the vision conceived in one arena, such as estate planning, is crucial to building solutions in the other areas. his is the value added by a firm such as ours. hrough active listening and the company's consistent display of integrity, the company has built longstanding relationships with families such as yours. The company's organization is founded on a few core principles:professionalism, communication, and trust. The company's professionalism is reflected in the fact that fully half of the company's planning staff are titled professionals--either CPAs or CFPs. he priority the company place on communication is based in the company's recognition that the free flow of knowledge within the company's organization is crucial to serving the company's clients well.Finally, the company recognize that by engaging the company's firm you are placing trust in the company, and this engenders a set of responsibilities the company take seriously. Paragon Advisors, Inc. and Falmouth Investment Company, Inc. are Registered Investment Advisors with the Securities and Exchange Commission. Click on the following link to review the company's SEC Registrations.Read More