Paragon Financial Partners Email Format
Financial ServicesCalifornia, United States2-10 Employees
Paragon Financial Partners is a small independent investment advisory firm headquartered in Los Angeles, California. As an SEC-registered advisor with no affiliation to banks, brokerages, insurers, or mutual funds, it operates under a fiduciary standard that requires putting clients' interests first. The firm aims to help clients plan beyond traditional asset management by aligning investments with three core objectives: a desired lifestyle, specific legacy goals, and tax efficiency. It offers a broad range of services, including financial planning, investment management, retirement planning, estate planning, education planning, tax awareness, and insurance planning, as well as guidance for major purchases. The practice emphasizes personalized coaching that extends beyond typical financial planning, and it invites prospective clients to a no-cost consultation. The firm is based at 1901 Avenue of The Stars, 2nd Floor, in Los Angeles.