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PARAGON ADVISORS, INC. is a fee based financial advisory firm specializing in comprehensive and confidential management of family wealth. Our mission is to organize and centralize our clients' financial matters, provide ongoing review and monitoring of their financial assets, develop wealth maximizing and tax minimizing strategies, and lastly, act as the catalyst to implement the plan in an efficient and cost effective manner.
Our goal is to act as your personal chief financial officer and assist you and your family in making decisions that affect all areas of your personal assets.
Generally, clients of Paragon Advisors have an individual net worth in excess of $10,000,000 with moderately to very complicated financial situations. Due to the large net worth of Paragon clients, the service provided to each client is highly tailored and personalized to each client's particular circumstances. At Paragon, we pride ourself on the personal attention we give to our clients, which is why we keep our client numbers limited.
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