• Commitment

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

  • Knowledge

    Our philosophy can be summed up in a single phrase:  Focus on the things you can control, not the things you can't control.

  • Focus

    We only answer to our clients, ensuring that our recommendations are those that we believe to be appropriate for them.


Welcome to Paragon Financial Advisors

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

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Our Services


  • Retirement, College, and Estate Planning for you and your family
  • Succession Planning for your business
  • Wealth Management
  • 401(k), SIMPLE IRA and other retirement savings plans designed for employee groups
  • Traditional and Roth Individual Retirement Accounts (IRA's)
  • Brokerage acounts

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