Paragon Financial Advisors

We are dedicated to providing investment management and strategic wealth planning to individuals and business owners. Simply put, we function as our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

At Paragon Financial Advisors we are committed to providing our clients with an unsurpassed level of service and advice. To help us accomplish this vision, we partner with Capital Directions, LLC (CD), one of the Southeast's oldest and largest investment managers, to provide portfolio management services for our clients.

Our focus is on wealth management. We believe success in properly managing client assets is not measured by performance statistics, but by our clients' success in achieving their goals. We believe that successful wealth management is about understanding and managing risk.

Instead of chasing hot funds and betting on hot markets, we focus on developing a disciplined investment strategy that will provide our clients the investment returns they need with the least risk possible to their assets.Our clients are not speculative, high-risk investors, Some are fiduciaries of corporate retirement plans, non-profit institutions, trusts or estates.

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