Company Overview
- Website
- paragon-adv.com
- Phone
- (979) 693-3907
- Employees
- 21
- Founded in
- 2007
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5231 - Securities and Commodity Contracts Intermediation and Brokerage
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies6211 - Security Brokers, Dealers, and Flotation Companies628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$1B
Recent News & Media
BLINN COLLEGE TO HOST CLAY SHOOTOUT APRIL 4
- Mar 12, 2025
- kwhi.com
Savant Moves into Florida with $440M FirstWave Financial
- Feb 11, 2025
- wealthmanagement.com
Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management
- Feb 11, 2025
- wealthmanagement.com
Savant Wealth Management expands into Florida with acquisition of $440M firm
- Jan 5, 2024
- investmentnews.com
Deals & Recruiting Roundup: Savant, Mercer, Mariner, Kestra And More
- Jan 2, 2024
- wealthsolutionsreport.com
Savant Wealth Management Closes Two Acquisitions in Clinton, South Carolina
- Nov 30, 2023
- myclintonnews.com
Who is Paragon Financial Advisors
Paragon Financial Advisors is a client-focused wealth management firm based in College Station, Texas. Comprised of 21 professionals, the company provides personalized financial guidance and tailored investment strategies to a range of clients. Paragon Financial Advisors offers a comprehensive suite of services designed to meet the diverse needs of their clientele. These services include financial planning, wealth management, investment management, trust services, and dedicated client relations. The team emphasizes a collaborative approach, integrating their expertise with each client's unique goals and financial aspirations. As a registered investment advisor (RIA) and fee-only advisory firm, Paragon Financial Advisors operates with a commitment to transparency and client-centricity. Their fee structure ensures that their advice is solely driven by their clients' best interests. The firm's focus is on building long-term relationships with clients, taking the time to understand their individual circumstances and preferences to develop personalized investment strategies. For more information about Paragon Financial Advisors and their services, please visit their website at paragon-adv.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 8 | Frisco, TX | 1979 | |
| 1M | 7 | Bronx, NY | 2011 | |
| 1M | 6 | Phoenix, AZ | ||
| 1M | 5 | New York, NY | 2009 | |
| 1M | 3 | New York, NY |