Paragon Capital Advisors LLC

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1489 Baltimore Pike Ste 217
Springfield, PA 19064
+1 (610) 613-5872
https://paragoncapllc.com

Paragon Capital Advisors LLC is an independent investment advisory firm based in Springfield, PA, offering quality and personalized financial planning services to individuals, trusts, and retirement plans. With a track record of client satisfaction, they strive to establish long-term relationships and tailor their advice to meet the specific needs and goals of each client, providing independent investment advice on a fee-only basis.

Paragon Capital Advisors designs custom investment portfolios based on clients' risk tolerance, utilizing in-person meetings and Morningstar software to generate asset allocation policies. They recommend Charles Schwab Co., Inc. as a qualified custodian for securely holding clients' assets, and their management fees are calculated as a percentage of assets under management, never exceeding 1%. With a commitment to acting in clients' best interests, Paragon Capital Advisors offers objective advice and a favorable fee structure compared to industry averages.

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