Forbes Best-in-State Wealth Management Teams, 2024

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Reach your financial goals with more confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.

Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy and track changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.

Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.

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Honored to be recognized in Forbes

All of us at Paragon Wealth Advisors are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.