Paragon Capital Advisors LLC
Paragon Capital Advisors LLC, established in 2001 by John Endres and Larry Carroll, specializes in providing independent investment advice tailored to individuals, trusts, and retirement plans. With a focus on building lasting relationships, the firm offers custom-designed portfolios that align with clients' specific goals and risk tolerances while ensuring that their advice remains unbiased through a fee-only compensation structure.
Utilizing tools such as Morningstar software for asset allocation, Paragon Capital Advisors develops investment strategies that adapt to market conditions. The firm prioritizes client interests by executing trades through Charles Schwab Co. Inc., ensuring secure custody of assets without maintaining direct custody itself.
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