801-375-2500

ABOUT US

At PARAGON, it truly is all about YOU.

OUR MISSION IS YOUR MISSION

We always put your interests first. Our job is to help you make wise financial decisions. We take the time to understand your background, philosophy, needs and objectives.

Our clients pay a simple, transparent management fee. All planning and additional services are included in that fee. We are not compensated by any other investment or insurance products.

Many clients come to Paragon because of our investment management expertise. We have extensive experience navigating some of the most difficult bull and bear markets in history. Our clients also appreciate the value we provide helping them manage their emotions when investing.

Our money is invested right alongside yours. We are your guide. Our mission is to help you achieve the best life possible with the money you have.

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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