About

Fee-Only Financial Planning and Investment Management for Today and Tomorrow


At PARAGON Wealth Strategies, we understand that money management is a complicated process.  That’s why we go out of our way to provide you with effective, fee-only money management services you can rely on.  In fact, we never accept commissions, bonuses, or other forms of compensation from any investment or insurance company because we want to ensure you get the objective financial advice you need to make the right decisions for you, your family, and your business.  Our success as your financial advisor is dependent upon YOUR success - as we believe it ought to be.

Our financial advisory team is comprised of board-certified financial advisors, each highly experienced at performing in-depth research and analysis, each committed to providing exceptional customer service.

PARAGON Wealth Strategies Specializes in:

Financial Planning
Investment Management
Retirement Planning
401K Investment Strategies & Rollover Services
Portfolio Analysis
Tax Planning
Estate Planning
Risk Management Planning
Divorce Settlement Planning

We partner with financial industry global leaders to offer you - at very competitive prices - the financial products and services that previously were reserved for institutional investors or only the wealthiest of clients.  By requiring our advisors to pursue, achieve, and maintain the CERTIFIED FINANCIAL PLANNERTM credentials, we provide you competent, objective advice when you need it most.