Additional information

Mission statement:

To be our clients' financial alter ego
To provide the highest quality service
To assume responsibility and relieve the burden of managing wealth
To provide our service with the highest integrity

Overview:

Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. Our goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing strategies.

An array of financial products and legal documents form the interlocking fabric of your financial life. Knowledge of the agreements made and the vision conceived in one arena, such as estate planning, is crucial to building solutions in the other areas. This is the value added by a firm such as ours. Through active listening and our consistent display of integrity, we have built longstanding relationships with families such as yours.

Our organization is founded on a few core principles: professionalism, communication, and trust. Our professionalism is reflected in the fact that fully half of our planning staff are titled professionals--either CPAs or CFPs. The priority we place on communication is based in our recognition that the free flow of knowledge within our organization is crucial to serving our clients well. Finally, we recognize that by engaging our firm you are placing trust in us, and this engenders a set of responsibilities we take seriously.

Paragon Advisors, Inc. and Falmouth Investment Company, Inc. are Registered Investment Advisors with the Securities and Exchange Commission.

History: Founded in 1996.

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