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. As financial advisors, we strive to give our clients the best possible outcome for their needs, that does mean that we want to build upon our knowledge and help others build upon theirs too, so we can reach a wider audience. Companies such as https://www.leadjig.com/financial-advisor-marketing/ can help with this type of marketing, helping us achieve what we need to for those that need us.

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 are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor and separate entity from LPL Financial.  Paragon Bank and Paragon Wealth Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Paragon Wealth Solutions, and may also be employees of Paragon Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Paragon Bank or Paragon Wealth Solutions.  Securities and insurance offered through LPL or its affiliates are:

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