ABOUT US

OUR GOAL IS…

To provide comprehensive wealth management strategies tailored to each client’s goals and objectives. By providing clients with a team of tax, investment, and estate planning professionals that collaborate on a daily basis, we are able to focus on every aspect of our client’s financial picture.

OUR MISSION IS…

To be our client’s financial alter ego by assuming the responsibility and addressing the challenge of managing wealth, and to provide the highest quality service with utmost integrity.

OUR history…

Terry Sullivan founded Paragon Advisors in 1996 with a small team of four employees and 15 clients. Terry’s mission for Paragon was to provide a true multi-family office experience for a limited number of families looking for a partner in managing their financial matters.  We intentionally grew our firm slowly over the past 24 years.  Christine Jemison joined Paragon in 1999, and we gradually expanded our professional staff to become the organization of 30+ employees we are today.  On the client side, the comprehensive nature of our services means that adding a client relationship requires appropriate resources and infrastructure.  We maintained a deliberate and disciplined growth strategy, adding 1-2 family relationships each year.  We remain committed to the wholistic approach of comprehensive tax, investment and financial counseling across the generations of each of our families.  While the technology and tools we use evolved over the last 24 years, our mission to provide sound advice and exceptional service is unchanged since Paragon’s founding.