Paragon Capital Management
Fee-only Fiduciary Advisors Serving High-Net-Worth Families, Executives, and Business Owners
5.0
Paragon Capital Management specializes in guiding professionals to create and grow their financial assets for the long term, including helping manage non-cash compensation.
About
Paragon Capital Management has been serving clients since 1990. They are fee-only fiduciaries working to create deep, trust-based relationships with clients and their families to plan and manage their financial well-being.
They specialize in comprehensive financial planning, portfolio management, and real estate investment advisory.
Services
Comprehensive Financial Planning
Full financial planning including retirement, investment, estate, insurance, and tax planning.
Portfolio Management
Investment portfolio management with a deeply tax-aware investment management strategy.
Retirement Financial Advisor
Create a retirement income strategy that supports the lifestyle you want for the decades ahead.
Real Estate Investment Advisor
Strategic evaluation of real estate holdings (rentals and second homes) to ensure each property contributes to overall financial goals.
Corporate Executives
Specialized guidance for corporate executives including non-cash compensation management.
Credentials & Certifications
Reviews
