Continually Striving to Exceed Your Expectations
PARAGON: n. (par-uh-gon) 1. A model of excellence or perfection of a kind; a flawless example: a paragon of virtue
This is, and always has been, our goal.
We founded PARAGON Wealth Strategies with the goal of creating a cost effective alternative to the abuses, conflicts of interest, and poor levels of service that many people indicate they receive at leading Wall Street or retail financial services firms. We strive to be the optimal financial firm for clients who desire objective, holistic wealth management, without proprietary influence, delivered by a team of highly trained financial professionals who care about them as individuals - but are backed by the leading research and technology available today. Integrity, competence, concern, sensitivity, and diligent oversight are PARAGON’s core values.
In a world where most financial firms seem to be the same, why are we DIFFERENT?
- We ONLY work with clients for whom we can deliver substantial value, above and beyond our costs. We do not seek to work with everyone, as this diliutes the value we can add to our relationships.
- We are genuinely concerned about our clients' well--being. We care about them as individuals, get to know them well, and take extra time to understand their values, goals, and concerns.
- We are extraordinarily service oriented. We return phone calls promptly, we take responsibility for our portion of the relationship, and we stand by our promises.
- We expend significant effort trying to be highly competent. We require our advisors to acquire the Certified Financial Planner® Professional designation - and to pursue additional professional education once that minimum benchmark has been met. Fewer than 1 out of 10 financial advisors in the United States possess the CFP credential, and it requires significant continuing education to maintain.
- Our efforts at continuing education ensure that we are up to date with a rapidly changing industry. This benefits you in that we often know how to handle complex situations that would challenge less experienced advisors.
- Our services are designed to be very cost-effective.
- We always serve clients as a team of CERTIFIED FINANCIAL PLANNERTM professionals, not as individual advisors. This aids in objectivity and sound decision making.
- We proactively invest in the technology and the systems which allow us to provide a superior client experience and extraordinary service. Please click HERE to see the difference between working with OUR FIRM and what you may be used to!
- Unlike most firms, PARAGON is not owned by a Broker Dealer or Insurance Company. You do not have to worry about a sales agenda or someone trying to make a quick buck at your expense. We seek lifelong, win-win relationships, not one-off sales or transactional relationships.
- Additionally, we consider tax and risk implications of every financial recommendation we make.
Our Commitment
Our Commitment to you is one of honesty and service. We have an unmatched capacity for hard work and a down-to-earth, practical approach with pragmatic advice intended to maximize your odds of achieving your goals. We recognize that you have worked hard in creating your wealth and/or developing your own career; we work equally as hard developing ours.
We are committed to enabling our clients to enjoy their lives while their financial affairs are managed by an independent, credentialed, objective team of professionals who can bring nearly every financial resource to the table in support of that goal.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Advisory Services Provided by PARAGON Wealth Strategies, a Registered Investment Advisor.
