Paragon Capital Management
InvestingHours:
North Tower, 999 18th St #1401, Denver CO 80202 Hours
About Paragon Capital Management
We are a fee-only financial advisory and consulting firm specializing in investment services, retirement income planning, and comprehensive financial planning for wealthy individuals, senior corporate executives, business owners, and their families. Our services include tax planning/forecasting, tax-aware investment and risk management, insurance optimization, estate planning, personal real estate, workplace benefits, budgeting, college planning, and general financial planning to reach financial freedom from being required to work for an income.
Most Recent Reviews
February 2025
I’ve been using Paragon for several years, firstly with Henry Lester and now Shaun Williams. They are approachable, responsive, listen, and have given us sound advice and guidance. I appreciate their knowledge and understanding of the market, as well as our preferred risk profile.
February 2025
I have been a Paragon Capital Management customer for 35+ years. The entire team at Paragon is absolutely outstanding. The level of personalized service, responsiveness, care and portfolio performance is nothing but remarkable. They are truly the best in the business and have become part of our family.
February 2025
I’ve been a client since 1996. Paragon has consistently provided great service, advice and stewardship of my assets. I’ve been fortunate in my career and life. But I’ve never moved on to bigger bulge bracket teams. Great folks to work with and I recommend the team.
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