Our Firm

Our firm, Paragon Investment Consultants is located in a small brick office that feels as comfortable as home.  We strive to be a firm that  is professional and knowledgeable, offering the appropriate tools and products to assist you with attaining your financial goals.

One of the definitions of paragon is "a perfect diamond of 100 carats or more", which is actually how I originally came across the idea for the name of our firm.  I have always enjoyed the quote "a diamond is a chunk of coal that did well under pressure" by Henry Kissinger.  The amount of pressure and stress that people feel when making financial decisions can often be the reason for a lack of planning.  One of our goals is to help our clients make those sometimes difficult choices in a comfortable and welcoming environment.

The other definition that resonated with me for our firm name, Paragon, was "a person or thing regarded as a perfect example of a particular quality; a person or thing viewed as a model of excellence".  I want our firm to always work to exemplify those qualities.

You have many choices when selecting your financial advisor and the firm you want to do business with.  It's important to us that you know when you choose Paragon Investment Consultants, we honor the confidence you place in us.