A Multi-Family Office

for a select number of families

a multi-family office
for a select number of families

ABOUT US

Paragon Advisors, Inc. is a multi-family office 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.

40+
families

$2.5
BILLION AUA

ABOUT US

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.

OUR SERVICES

We provide a team of experts dedicated to each client, to deliver a full suite of services.

OUR CLIENTS

We advise a distinct group of successful families and their entities. Our clients are interested in preserving and growing their wealth and implementing effective ways to pass that wealth to future generations.

OUR CLIENTS

We advise a distinct group of successful families and their entities. Our clients are interested in preserving and growing their wealth and implementing effective ways to pass that wealth to future generations.