801-375-2500

1,054.39% Total Return on Top Flight Portfolio from 1998-2022

30 Years in Business 

60 Combined Years Investing Experience

$800,000 Average Investment per Client

THE RIGHT INVESTMENT PARTNER

We will build a plan around YOUR priorities – your own custom investment strategy. We will help you build wealth and we will do it effectively.

Our job is to help you avoid common and costly mistakes while aligning your investment portfolio with your personal goals. As a Registered Investment Advisor (RIA) we have a legal obligation to act in your best interest, and as such, we’ve been putting our clients first for the past 30 years.

Join the Paragon Family. At Paragon, it is “all about you”. 

PARAGON IS THE RIGHT CHOICE

As an example, from January 1998 to September 2022, our Top Flight Portfolio has a total return of 1,054.39% compared to 485.32% for the S&P 500.

Only 10 Advisors Chosen Nationally Each Year.

2X Top Wealth Managers in the United States / Wealth Manager Magazine

Small Business of the Year Award/Provo, Orem Chamber of Commerce

5X National Association of Board Certified Advisory Practices/Premier Advisor

* NABCAP Disclosure *

Listed as One of the Top 50 Fastest Growing Firms in the U.S. by Financial Advisor Magazine

2X Best of Utah Valley

8X Nationally Ranked
by Total Assets in
Financial Advisor Magazine

TOTAL RETURN COMPARISON

January 1998 – September 30, 2022

%

Paragon's "Top Flight Portfolio"

%

RETIRE ON YOUR TERMS

In our FREE webinar series titled “9 Ways to Totally Wreck Your Retirement” – CEO Dave Young explains solutions to the most common money mistakes people make as they prepare and live out their golden years.

IS YOUR ADVISOR TAKING MORE RISKS THAN YOU’RE AWARE OF?

Many financial advisors do not understand the risk they are subjecting their clients to. In addition, they compound this risk by selecting investments that pay them large commissions and benefit them over their clients.

Investing does involve risk. However, as long as you understand the risk you are taking and invest at a risk level that you are comfortable with then you significantly increase your opportunities for success.

We believe that determining your risk level and investing accordingly is the single most important element of long term investment success. With this FREE questionnaire, you can learn your unique risk number which will help you determine if you are invested the way you should be.

“The Best Way to Predict the Future is to Create It.”

– Abraham Lincoln

ENJOY RETIREMENT ON YOUR TERMS . . .

OUR TEAM

Our job is to help you avoid common and costly mistakes while aligning your investment portfolio with your personal goals. As a Fiduciary and Registered Investment Advisor (RIA) we have the legal obligation to act in your best interest. As such, we have been putting our clients first for over 30 years. Join the Paragon Family.

At PARAGON, it truly is all about you.

David Young

David Young

Founder & CEO

Previous: Business Owner
Education: Brigham Young University
Nathan White

Nathan White

CIO

Previous: Fidelity Investments
Education: Westminster College
Kaneil Menlove

Kaneil Menlove

VP Operations

Previous: Osborn Companies, LC
Education: Utah Valley University
Zachary Swenson

Zachary Swenson

Dir. Client Services

Previous: Amentum
Education: Utah Valley University

CONTACT US

Monday - Friday 9 am - 5 pm

3651 North 100 East
Suite 275
Provo, Utah 84604

801-375-2500

CONTACT FORM

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