Empowering you to live richly

Welcome to Paragon Financial Services, a financial planning and investment firm based in Richmond, Virginia. We help you gain a new perspective on the way you view your money, giving you the freedom to live richly.WHAT WE DO

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Panoramic

We’ve developed and refined a proprietary, panoramic advice process coined The VantagePoint FORMula®, piecing your financial puzzle together as life unfolds and your needs evolve.

Unique

We have built a long term client experience that feels refreshingly different. Everything we do is carefully crafted to help you look to the future with anticipation rather than apprehension.

Meaningful

We recognize we are not all things to all people; we are all things to some people. Our relationships with clients are based on a very specific fit process, allowing for meaningful partnerships.

We provide panoramic financial planning in an innovative environment and engage with clients who value proactive advice. We help you feel confident and provide clarity about your future through a process called The VantagePoint FORMula®LEARN MORE

We’re a team in every sense of the word, sharing in each other’s successes, challenges, and everything in between. We understand life gets complicated and it can be challenging to feel financially at ease in today’s modern world. That’s why we take our individual strengths, and pull them together to provide a unique range of services designed to help you both today, tomorrow, and well into the future.

We’re a team in every sense of the word, sharing in each other’s successes, challenges, and everything in between. We understand life gets complicated and it can be challenging to feel financially at ease in today’s modern world.That’s why we take our individual strengths, and pull them together to provide a unique range of services designed to help you both today, tomorrow, and well into the future.

We take pride in utilizing our group camaraderie to create a warm and welcoming environment. We approach everything we do with the utmost integrity, but we also like to enjoy our work and serve with authenticity. We want to help change the way you view your money, and find real joy in assuming financial confidence. Because to us, you are never just a number. You are a partner and friend.

We take pride in utilizing our group camaraderie to create a warm and welcoming environment. We approach everything we do with the utmost integrity, but we also like to enjoy our work and serve with authenticity.We want to help change the way you view your money, and find real joy in assuming financial confidence. Because to us, you are never just a number. You are a partner and friend.

That’s why we take our individual strengths, and pull them together to provide a unique range of services designed to help you both today, tomorrow, and well into the future.

We want to help change the way you view your money, and find real joy in assuming financial confidence. Because to us, you are never just a number. You are a partner and friend.

MEET OUR TEAM

Image of Paragon Financial team chatting over coffee

Let’s make your money something to smile about.

Paragon Financial Services was born of the desire to find a better way to help people take control of their financial lives. Our unique approach has been specifically designed to not only help you make the most of your money, but also enjoy the journey. Together we can make your money something to smile about.GET STARTED

Empowering you to live richly

Panoramic

Unique

Meaningful

Let’s make your money something to smile about.

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