999 18th Street
Suite 1401, North Tower
We specialize in guiding professionals to create and grow their financial assets for the long term, including helping manage non-cash compensation.
As you approach retirement and go from accumulating wealth to spending your savings there are many opportunities to misstep. We make sure you are optimized to live your best life in retirement so that your assets can support your lifestyle and create a legacy for your family.
As fee-only fiduciaries, we work to create a deep, trust-based relationship with clients and their families to plan and manage financial well-being.
At Paragon Capital Management, we are a team of highly credentialed advisors who also happen to be the owners of the firm. We pride ourselves on being down-to-earth and approachable. We work closely with clients to provide personalized financial planning services with deep tax-aware investment management. Quality and trust are of utmost importance to us. Our clients tend to stay with us for an average of over 20 years. We seek to understand your specific tax situation and tailor your portfolio to maximize after-tax portfolio value.
We work with you to understand your unique financial goals and aspirations to reach financial freedom and maintain your income to support your best retirement lifestyle.
We analyze your assets, insurance, income from current and future sources, and spending desires to ensure you are on the right path.
We develop a strategy that is designed to weather market volatility, and economic uncertainty, and ensures you have the right financial plan that can withstand unexpected changes.
We refine and fine-tune your plan to help you achieve the best possible after-tax outcome.
Managing Partner, Private Wealth Advisor
Partner, Private Wealth Advisor
Client Services Associate/Office Manager
Portfolio Accounting Manager
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