Paragon Financial Partners

Paragon Financial Partners, Inc. is a registered investment advisor established in May 2011 and located in Woodland Hills, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, estates, trusts, and corporations. Paragon acts as a fiduciary, ensuring that recommendations are in the client's best interest. The firm offers wealth management services, financial planning, and consulting, along with discretionary and non-discretionary investment management services. For wealth management services, fees are based on a tiered schedule ranging from 0.65% to 1.25% of assets under management, with a minimum annual fee of $15,000. Financial planning and consulting services are offered on an hourly or fixed fee basis. Paragon primarily uses fundamental analysis for investment strategies, focusing on economic and business indicators. The firm's investment approach is long-term focused, but short-term adjustments may be made based on client goals and market conditions. Paragon does not charge performance-based fees, manages over $336 million in client assets, and does not have any disciplinary events to disclose. The firm does not engage in wrap fee programs and does not accept or maintain custody of client funds. The firm's President and Chief Compliance Officer, Evan F. Shorten, is a Certified Financial Planner™ and has a background in business management. Paragon's Investment Advisor Representative, Elean M. Mendoza, has a background in economics and art history. The firm's Privacy Policy ensures the protection and limited sharing of clients' personal information. Clients can contact the firm for more information or to request a copy of the Privacy Policy.