Paragon Financial Services
SEC RegisteredEmpowering you to live richly
About the firm
Paragon Financial Services is a financial planning and investment firm based in Richmond, Virginia. They provide panoramic financial planning through a proprietary process called The VantagePoint FORMula®, designed to help clients gain clarity and confidence about their financial future. Their strategic partnership with LPL Financial, the largest Independent Broker Dealer in the nation, allows them to deliver a highly personalized experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, delivered through three core components: Great Communication, Advanced Planning (via the VantagePoint FORMula®), and Investment Management, including risk management and personalized investment strategy.
Who they serve
Clients who value proactive advice and seek a customized, client-centered financial planning process; the firm emphasizes a specific fit process to ensure meaningful partnerships.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 432 | $94M |
| High Net Worth Individuals | 297 | $272M |
| Charitable Organizations | 2 | $970k |
| State/Municipal Entities | 5 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paragon Financial Services has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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