Welcome to Paragon Financial Services, a financial planning and investment firm based in Richmond, Virginia. We help you gain a new perspective on the way you view your money, giving you the freedom to live richly. We've developed and refined a proprietary, panoramic advice process coined The VantagePoint FORMula(R), piecing your financial puzzle together as life unfolds and your needs evolve.
We have built a long term client experience that feels refreshingly different. Everything we do is carefully crafted to help you look to the future with anticipation rather than apprehension. Our relationships with clients are based on a very specific fit process, allowing for meaningful partnerships.
We have built a long term client experience that feels refreshingly different. Everything we do is carefully crafted to help you look to the future with anticipation rather than apprehension. Our relationships with clients are based on a very specific fit process, allowing for meaningful partnerships.
Services
We know that good financial planning provides you with security and freedom for your future. That's why here at Paragon Financial we're passionate about education. Helping people, and even more specifically, helping people to succeed is what drives us every day. Our mission is to help guide our clients through the often daunting and confusing process of putting their financial house in order.
Our team here at Paragon Financial came together over a shared belief that financial success is about more than just money. It's freely living your life. It's time spent well. It's confidence in your future. We take a panoramic approach to our planning, combined with a lot of heart and authenticity.
A key element of our work that we believe differentiates us from other financial groups is our proprietary financial planning process, known as the VantagePoint FORMula(R). The beauty of our process is that it ensures we never lose sight of two essential elements to achieving financial independence.
Handling your finances alone is akin to making your own medical diagnoses. While you don't need to race to a doctor when you have the symptoms of a common cold, we think it's safe to say no one would attempt open heart surgery themselves. Instead, you'd consult a professional, a specialist. Here at Paragon, our team combines their years of experience in advice and industry knowledge to put all the pieces of your financial life together.
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