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 June 2022, our Top Flight Portfolio has a total return of 1,086.19% compared to 515.38% 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
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 – June 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 . . .
Schedule a FREE Consultation
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.
Founder & CEO
Dir. Client Services
Monday - Friday 9 am - 5 pm
3651 North 100 East
Provo, Utah 84604