Paragon Advisors
2003-present (22 years)
Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. Our 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 our consistent display of integrity, we have built longstanding relationships with families such as yours. Our organization is founded on a few core principles:professionalism, communication, and trust. Our professionalism is reflected in the fact that fully half of our planning staff are titled professionals--eitherSee more
Find more new buyers similar to 
