Paragon Wealth

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

515 N Main St Apt 1, Doylestown, Pennsyl...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
1
1
1
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1

About Paragon Wealth

Paragon Wealth Management is a financial advisory firm based in Doylestown that offers comprehensive wealth management services tailored to the unique goals of its clients. They focus on empowering individuals, including retirees, entrepreneurs, and those navigating life changes, by crafting personalized financial strategies. By integrating risk management, investment strategies, and tax planning, the firm provides clarity and confidence as clients work toward their financial independence. Paragon Wealth Management prides itself on building genuine relationships within the community and delivering ongoing support to adapt to clients' evolving needs.Explore more
Paragon Wealth's Social MediaPopular SearchesParagon WealthSIC Code 62,628NAICS Code 52,523Show more

Paragon Wealth Org Chart

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LC
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Director, Operations

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CM
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Director, Business Development

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Compare insights from companies similar to Paragon Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Paragon Wealth

<$5M
1-10
Private
-
2011
LC
Lori CarrollDirector, Operations
$9.9M
1-10
Private
-
2012
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2010
NB
Natalie BoldeiaManager, Client Relations
<$5M
1-10
Private
-
2015
David McInnis, Founder & Chief Executive Officer at Madden Creek Advisors
David McInnisFounder & CEO
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Paragon Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Paragon Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Paragon Wealth.

Paragon Wealth Tech Stack

A closer look at the technologies used by Paragon Wealth

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Frequently Asked Questions Regarding Paragon Wealth

What is Paragon Wealth's official website?
Paragon Wealth's official website is www.paragon-wealth.com
What is Paragon Wealth's Revenue?
Paragon Wealth's revenue is <$5 Million
What is Paragon Wealth's SIC code?
Paragon Wealth's SIC: 62,628
What is Paragon Wealth's NAICS code?
Paragon Wealth's NAICS: 52,523
How many employees does Paragon Wealth have?
Paragon Wealth has 1-10 employees
What industry does Paragon Wealth belong to?
Paragon Wealth is in the industry of: Finance, Securities Trading
What is Paragon Wealth competition?
Paragon Wealth top competitors include: Madden Creek Advisors, Investment Services Group, Cogent Independent Advisors, Park View Wealth Management
What technology does Paragon Wealth use?
Some of the popular technologies that Paragon Wealth uses are: WordPress.org, PHP, Google Font API, Google Tag Manager
What does Paragon Wealth do?

Paragon Wealth Management is a financial advisory firm based in Doylestown that offers comprehensive wealth management services tailored to the unique goals of its clients. They focus on empowering individuals, including retirees, entrepreneurs, and those navigating life changes, by crafting personalized financial strategies. By integrating risk ma... nagement, investment strategies, and tax planning, the firm provides clarity and confidence as clients work toward their financial independence. Paragon Wealth Management prides itself on building genuine relationships within the community and delivering ongoing support to adapt to clients' evolving needs.Read More

What are Paragon Wealth social media links?
Paragon Wealth Linkedin page
Is Paragon Wealth a public company?
Paragon Wealth is private company therefore does not currently have an official ticker symbol
See more information about Paragon Wealth

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