Paragon Financial Services

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Paragon Financial Services - Financial planning and investment firm CLIENT LOGIN MENU CLIENT LOGIN CONTACT US CLIENT LOGIN CONTACT US MENU How We Are Different Meet Our Team Get In Touch Empowering you to live richly Welcome to Paragon Financial Services, a financial planning and investment firm based in Richmond, Virginia. We help you gain a new perspective on the way you view your money, giving you the freedom to live richly. WHAT WE DO Check the background of this financial professional on FINRA’s BrokerCheck Panoramic We’ve developed and refined a proprietary, panoramic advice process coined The VantagePoint FORMula®, piecing your financial puzzle together as life unfolds and your needs evolve. Unique We have built a long term client experience that feels refreshingly different. Everything we do is carefully crafted to help you look to the future with anticipation rather than apprehension. Meaningful We recognize we are not all things to all people; we are all things to some people. Our relationships with clients are based on a very specific fit process, allowing for meaningful partnerships. We provide panoramic financial planning in an innovative environment and engage with clients who value proactive advice. We help you feel confident and provide clarity about your future through a process called The VantagePoint FORMula® LEARN MORE We’re a team in every sense of the word, sharing in each other’s successes, challenges, and everything in between. We understand life gets

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