Wealth Solutions

As a small business owner, your life is probably consumed by running your day-to-day operations. There’s not a lot of free time to focus on your financial future. Paragon Wealth Solutions can handle that for you, helping you pursue financial independence, a successful retirement, and a lasting legacy, in affiliation with LPL Financial.

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.* LPL Financial is an enabling partner to more than 13,300 financial advisors and approximately 700 financial institutions.

Whether you’re looking for assistance with retirement planning, investment planning, or small business strategies, we are available to coordinate a multitude of wealth strategies on behalf of you and your business.

Wealth strategies include:

  • Company-wide retirement plans
  • Investments for your business
  • Individual retirement planning for you

Products and services include:

  • Equities
  • Mutual Funds
  • Bonds
  • Annuities

Meet our Wealth Advisors >

*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Paragon Bank and Paragon Wealth Solutions are not registered brokers/dealers nor affiliates of LPL Financial.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.