Paragon Financial Services is a financial planning and investment firm based in Richmond, Virginia, offering a unique approach to help clients gain a new perspective on their money and live richly. Their proprietary advice process, The VantagePoint FORMula, pieces together clients' financial puzzles as their needs evolve, providing proactive and meaningful financial planning in an innovative environment.
With a focus on creating warm and welcoming client relationships, the team at Paragon Financial Services takes pride in their group camaraderie and integrity, aiming to change the way clients view their money and find joy in assuming financial confidence. They offer a range of services designed to help clients both today and well into the future, emphasizing that each client is seen as a partner and friend rather than just a number.
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