Paragon Wealth Doylestown Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Paragon Wealth Doylestown is a financial services firm based in Doylestown, Pennsylvania, focused on wealth management and client education. It provides independent, tailored guidance and takes a proactive approach to helping clients address their financial goals with efficient strategies. Its client base includes small business owners and individuals undergoing major life transitions who value personalized, independent wealth management.

Founded by experienced professionals with entrepreneurial backgrounds, the team brings a combined fifty years of experience in the financial services industry. Based in Doylestown, the firm maintains a small staff and emphasizes objective guidance across a broad range of available products to support clients' short- and long-term objectives.

Find Paragon Wealth Doylestown employees' phone numbers or email addresses

Paragon Wealth Doylestown Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Paragon Wealth Doylestown's Leadership

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    P. R.
    Founding Partner And Financial Advisor
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    C. M.
    Founding Partner, Financial Advisor & President
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    R. F.
    Founding Partner & Portfolio Manager
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    L. C.
    Director Of Operations
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    J. K.
    Financial Advisor
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    J. C.
    Financial Planner
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    J. C.
    Financial Planner
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  • Stylized image of a person
    M. M.
    Service Advisor
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Paragon Wealth Doylestown Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Finance
  • Consultant

Contact profiles from Paragon Wealth Doylestown

Name
Title
Contact Info
Location
Last Update
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    P. R.
    Founding Partner And Financial Advisor
    Phone icon
    United StatesMississippi
    Jun 25, 2026
  • Stylized image of a person
    C. M.
    Founding Partner, Financial Advisor & President
    Phone icon
    United StatesPennsylvania
    Jul 02, 2026
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    R. F.
    Founding Partner & Portfolio Manager
    Phone icon
    United StatesPennsylvania
    Jun 26, 2026
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    L. C.
    Director Of Operations
    Phone icon
    United StatesPennsylvania
    Jul 01, 2026
  • Stylized image of a person
    J. K.
    Financial Advisor
    Phone icon
    United StatesPennsylvania
    Apr 16, 2026
  • Stylized image of a person
    J. C.
    Financial Planner
    Phone icon
    United States
    Nov 10, 2025
  • Stylized image of a person
    J. C.
    Financial Planner
    Phone icon
    United StatesPennsylvania
    Apr 24, 2025
  • Stylized image of a person
    M. M.
    Service Advisor
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    S. L.
    Administrative Assistant
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    Oct 17, 2024

Frequently Asked Questions

What is Paragon Wealth Doylestown known for?

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Paragon Wealth Doylestown was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 515 North Main Street 1st Floor Doylestown, Pennsylvania 18901 United States. Explore Paragon Wealth Doylestown's company overview page for more information.

What is Paragon Wealth Doylestown's most common email format?

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Paragon Wealth Doylestown employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Paragon Wealth Doylestown email formats with LeadIQ.

How many employees does Paragon Wealth Doylestown have currently?

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Paragon Wealth Doylestown has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Paragon Wealth Doylestown's key employees and leadership?

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As of June 2026, Paragon Wealth Doylestown's key employees include:

  • Founding Partner And Financial Advisor: P. R.
  • Founding Partner, Financial Advisor & President: C. M.
  • Founding Partner & Portfolio Manager: R. F.
  • Director Of Operations: L. C.
  • Financial Advisor: J. K.

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