Company Profile
Paragon Advisors, Inc.
Company Overview
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 our clients' financial matters, to provide ongoing review and monitoring of their financial assets, and to develop and implement wealth maximizing and tax minimizing strategies. We provide three core services to our high net worth clients and their families, including tax planning and preparation, investment advice and estate planning. Our small company environment fosters a collaborative, team-based approach and offers employees exposure to multiple roles and functions within the organization.