Founded in 2009, PARAGON Wealth Strategies, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm. As a fiduciary, the company is legally obligated to act in the best interests of its clients. It specializes in providing integrated financial services, including comprehensive financial planning, disciplined investment management, and proactive tax planning, primarily for high-net-worth individuals, families, and business owners. Their mission is to help clients achieve their financial goals through a transparent, disciplined, and client-centered approach.

Founded in

United States