Paragon Wealth Management

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  • RIA Only
  • Hybrid

Paragon Wealth Management

515 North Main Street
Doylestown, PA 18901
Phone: 215-348-3176
Fax: 215-348-3219
Website: https://www.paragon-wealth.com/

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.


We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering
  3. Succession Planning

An advisor with the following background:
We are interested in adding the right financial advisor to our office in Doylestown, PA. We also offer the ability for an advisor to work remotely due to our technology stack.

  • An advisor located within 1 to 35 miles from our office location.
  • An advisor with $20M to $100M assets under management.
  • We are open to expansion into the following regions:
    Doylestown, PA
    Newtown, PA
We focus on
  • 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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If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630