Paragon Investing is an intentionally-small, boutique investment advisor servicing private wealth clients with $1M-$20M in assets. We offer personalized financial advice and wealth management services, prioritizing deep client relationships and niche expertise over the broad, standardized services of large institutions.

Paragon is an SEC-registered RIA (Registered Investment Advisor) with $150M+ in assets under advisement. We specialize in offering access to attractive private equity and private credit investments that have historically been reserved for ultra-wealthy clients ($30M-$1.0B+).

We are a 100% Fiduciary - that means zero conflicts of interest. We have a legal and ethical obligation to always act in the best interest of our clients and their money, investments, and assets.

We do not sell products, funds, annuities, or similar. No commissions, kick-backs, or anything or the sort, as this would be a conflict of interest.

Your Paragon financial advisor will always recommend their perceived best fund with no other incentives. Other advisors at big shops are required or incentivized to recommend their own in-house funds. No one firm is best at everything. We prudently utilize our highest-conviction funds, regardless of firm.

At Paragon, we believe that Financial Advisors should provide more value for their clients, and more transparency, while lowering fees. That's why we founded Paragon Investing, and it remains at the core of our business philosophy.