Fee-only Fiduciary Advisors Serving High-Net-Worth Families, Executives, and Business Owners to Build and Preserve Wealth.
We specialize in guiding professionals to create and grow their financial assets for the long term, including helping manage non-cash compensation.
Retirement Financial Advisor
At Paragon Capital Management, we help you prepare for what’s next - retirement that’s not just financially secure, but also personally fulfilling. As your trusted retirement financial advisor, our goal is simple: create a retirement income strategy that supports the lifestyle you want for the decades ahead.
Your Family CFO Helping You Quarterback Your Entire Financial Life
As fee-only fiduciaries, we work to create a deep, trust-based relationship with clients and their families to plan and manage their financial well-being.
Featured In
Financial Advisor 100 2024
Named to CNBC's 2024 Top 100 Financial Advisory Firms in the USA
Named to CNBC's 2024 Top 100 Financial Advisory Firms in the USA
Read the ArticleAward Winning Advisors
Financial Advisor 100 2023
Named to CNBC's 2023 Top 100 Financial Advisory Firms in the USA
#57 Overall and the Highest Ranked from Colorado!
Read the Article
Click here to view specific disclosure information regarding third-party rankings.
Vision
We work with you to understand your unique financial goals and aspirations to reach financial freedom with your investments, to be able to maintain your income, and support your best retirement lifestyle. By looking into the future together, we are better equipped to guide you as your trusted advisors.
Feasibility
We analyze your assets, insurance, income from current and future sources, and spending desires to build the right investment path for you. This not only helps you build wealth but also protects your investments against life's unexpected challenges.
Resilience
Resilience is the ability to bounce back from setbacks and challenges, and it is a key component of any good financial strategy. We work with you to develop an investment strategy, insurance plan, and estate plan that is designed to work together to weather market volatility and economic uncertainty. Our comprehensive approach gives you the right financial plan that can withstand unexpected setbacks in life.
Optimization
We refine and fine-tune your financial plan to help you achieve the best possible after-tax outcome. By knowing you and your investment goals, we make sure that at all times your portfolio matches your expected needs for the future.
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."