Get on the road to financial independence

Why Paragon Wealth?

At Paragon Wealth, we’re dedicated to supporting, educating, and empowering our clients with financial advice that’s approachable, thoughtful, and tailored to your unique goals.

We grew up in families where hard work was a way of life. Growing up in small family businesses taught us the importance of grit, determination, and trust. Those experiences now shape how we approach wealth management: by building genuine relationships and delivering strategies that are uniquely crafted for each client.

We don’t believe in one-size-fits-all solutions or blindly following industry norms. Instead, we take the time to understand your story—crafting personalized strategies that work for your life, so you always feel heard, respected, and confident in your financial future.

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Discover Sound Investments
Our time-tested approach helps you prepare for retirement at any age. How do you compare?
$200,000
The recommended savings for a 35 year old with an annual income of $100,000
$400,000
The recommended savings for a 45 year old with an annual income of $100,000
$690,000
The recommended savings for a 55 year old with an annual income of $100,000
$1,130,000
Your recommended savings for a 65 year old with an annual income of $100,000. Will you have enough?

Figures provided are hypothetical illustrations and are assumptions only. These do not take into consideration your specific situation or strategy. Your personal results will vary based on your unique inputs like age of retirement, life expectancy, market conditions, desired lifestyle, and other factors.

Source: Investor's Business Daily, 2018

Our Services

Your Goals. Our Strategies. At Paragon Wealth, we offer comprehensive wealth management services to help you pursue what matters most—whether it’s safeguarding your financial future, planning for retirement, or leaving a meaningful legacy.

We focus on goals-based financial planning and investing, crafting strategies that align with your unique circumstances and aspirations. Whether you’re a seasoned business owner preparing for retirement, or navigating life changes after a loss or divorce, we understand your needs are unique. If you are within 10 years of retirement and seeking confidence, our personalized approach is designed to help you work towards achieving your goals.

As an independent team, we have the freedom to create strategies that always put your best interests first. At Paragon Wealth, we’re here to provide clarity, confidence, and comprehensive guidance every step of the way.

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Financial Planning

We create a personalized financial plan to address your long-term goals and short-term needs. Our proactive approach helps you stay on track and adapt to life's changes. With Paragon Wealth, you’re never navigating your financial journey alone.

 

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Investments

We build customized, goals-based investment strategies tailored to your risk tolerance and objectives. Our approach leverages a diverse mix of assets to manage and preserve your wealth. Every portfolio is designed with your unique needs in mind.
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Cash Flow & Debt Analysis

We help you understand your income, manage expenses, and better position your debt. By analyzing your cash flow, we provide strategies to reduce costs and accelerate financial independence. It’s all about creating a solid foundation for your future.
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Risk Management

Our risk management process ensures you are protected from life’s uncertainties. We assess your insurance coverage, identify vulnerabilities, and recommend ways to mitigate risks. Your financial independence is always our priority.
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Tax Reduction Strategies

We work with you to minimize tax liabilities through efficient planning. By integrating tax strategies into your overall financial plan, we help you keep more of what you earn. Our goal is to pursue your wealth goals while remaining tax compliant.

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Group Healthcare & Insurance Options

We guide business owners in selecting group healthcare and insurance plans that fit their budget and support employees. Our goal is to simplify the process, ensuring your team feels valued without straining your resources.
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Employer-Sponsored Retirement Planning

We help businesses create effective retirement plans, like 401(k)s or profit-sharing, to attract and retain talent. Our guidance ensures your employees are set for the future, while you benefit from tax-advantaged options.

Our Process

At Paragon Wealth, our process begins with getting to know you—your story, your goals, and what matters most to you. We believe that a thorough understanding of who you are is the cornerstone of effective financial planning.

From there, we craft a dynamic plan designed to address your immediate needs while adapting to the changes life inevitably brings. We’re with you every step of the way, providing guidance and making adjustments as your professional and personal circumstances evolve. With Paragon Wealth, you’re never navigating your financial journey alone.

Get To Know You Meeting

The first step is getting to know each other and building a solid foundation to determine if we’re the right fit. In this phase, we identify your long-term goals, short-term priorities, preferences, and potential obstacles. Together, we establish expectations and gain a thorough understanding of your current financial situation.

Understanding You

Building on our introductory meeting, we take a deeper dive into your individual situation. During this phase, we start shaping a preliminary plan while continuing  our comprehensive discussion about your personal and financial goals. The more open and collaborative this process is, the better we can tailor our strategies to address your specific needs.

Shaping Your Plan

In this phase, we create a clear, actionable roadmap to guide you toward your financial goals. We focus on the priorities most important to you—whether it’s retirement, investment opportunities, insurance, home ownership, business planning, or estate planning—and outline the steps needed to address each one.

Ongoing Guidance

As life changes, so do your priorities and goals—which is why we proactively manage and adapt your customized financial plan. We embrace change and remain a consistent presence to ensure your strategy evolves alongside your needs. Whether it’s adjusting your financial plan or seizing new opportunities, we’re here to keep your bespoke plan aligned with your life.
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Our Give Back

At Paragon Wealth, we are dedicated to supporting and giving back to the community that has given us so much. We’re fortunate to live and work in the vibrant Bucks County area, and we take our role in fostering its growth seriously.

Beyond our ongoing sponsorships of local organizations, we actively participate in community service initiatives that inspire and uplift those around us, such as volunteering with the Least of Our Brothers Homeless Outreach. From Doylestown to Bucks County and the greater Philadelphia area, we are proud to sponsor and support events and causes that make a meaningful difference:

  • The Five Foundation
  • Patti Carroll Memorial Golf Outing
  • The Travis Manion Foundation 9/11 Heroes Run
  • Least of Our Brothers Homeless Outreach
  • Humble Heroes of FDNY
  • YWCA Bucks County
  • Doylestown at Dusk Car Show