Founded as a fee-only financial planning firm, Paragon Financial Services, LLC operates as a fiduciary, committed to placing its clients' best interests first. The company provides personalized wealth management services, including financial planning, retirement planning, and investment management, primarily for individuals, families, and trusts. They emphasize a disciplined, long-term approach to investing and aim to build lasting relationships with clients by offering objective advice and tailored financial strategies.

Founded in

United States