PARAGON

We believe education matters. Paragon has a growing staff of twelve, including two Chartered Financial Analysts (CFA®) and seven Certified Financial Planners (CFP®). Each of these designations are the gold standard in investment management and financial planning industries, requiring a Bachelor's degree, years of industry work experience and multiple rigorous examinations... While many Advisors offer "planning services", few provide truly comprehensive financial planning. This often leads to adverse and avoidable outcomes, including delayed retirement and unnecessary risks. We listen to each client's goals then create and implement a game plan to achieve them. The many planning topics are always evolving and often confusing. At Paragon, we address these challenges head-on while coordinating with the client's other professional advisors, providing a seamless concierge experience... Paragon Financial Advisors is an independent Registered Investment Advisor (RIA) with fee-only wealth..

Primary location: College Station United States