Paragon Wealth Management

  • RIA Only
  • Hybrid

Paragon Wealth Management

515 North Main Street
Doylestown, PA 18901
Phone: 215-348-3176
Fax: 215-348-3219

Locations:
  • Doylestown, PA
  • Wilmette, IL
Website(s):
Total Office Members: 7
Total Advisors: 5
Description:

Paragon Wealth Management was founded by experienced and accomplished professionals, through the merger of McNamara Financial Group and Rosenau Financial Advisors, with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer service and individualized account management, we have a strong ability to navigate the vast financial landscape. Since our inception, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a unique skill set and extensive knowledge to the team.

Open to expansion in the following regions: Doylestown PA, Newtown PA

Our Focus Areas
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
  • Employee Benefits
We Offer
  • Office Space
  • Remote Work Setup
  • 1099
  • In-House Portfolios
  • Marketing
  • Administrative Support
Technology Stack
  • CRM: Salesforce
  • Financial Planning: E-Money
  • Trading Platform: LPL Enhanced Trading
  • Client Portal: Accountview
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • LPL Financial

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