Paragon Wealth Doylestown

Paragon Wealth Doylestown Independent financial services firm dedicated to an individualized client experience.

Paragon Wealth Management, a financial services firm based in Doylestown, Pennsylvania, is dedicated to professionally supporting, educating, and providing informed direction to each and every client. Founded by experienced and accomplished professionals with entrepreneurial spirits and a passion for helping people solve problems, the Paragon team has a combined 50 years of experience in the finan

cial services industry and an ability to navigate the vast financial landscape that is second to none. We take a proactive approach to helping our clients develop a strategy to address their financial goals and objectives, using the most efficient methods available. Our mission is to focus solely on the unique situation of each client, provide straightforward independent advice, and offer our clients the flexibility to utilize all of the products and services available on the market. Our clients include small business owners, women undergoing a life-altering transition such as divorce or the death of a spouse, and people who understand the value of independent and individualized wealth management practices. We provide experienced advice to ensure you are making informed decisions about which products are going to help you work toward your long- and short-term goals. If youโ€™re ready to take the next step toward a meaningful and purpose-driven financial future, visit www.paragon-wealth.com or call (215) 348-3176 to schedule a meeting today.

๐˜š๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜“๐˜—๐˜“ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ, ๐˜”๐˜ฆ๐˜ฎ๐˜ฃ๐˜ฆ๐˜ณ ๐˜๐˜๐˜•๐˜™๐˜ˆ/๐˜š๐˜๐˜—๐˜Š. ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜Ž๐˜ณ๐˜ฆ๐˜ข๐˜ต ๐˜๐˜ข๐˜ญ๐˜ญ๐˜ฆ๐˜บ ๐˜ˆ๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ ๐˜Ž๐˜ณ๐˜ฐ๐˜ถ๐˜ฑ, ๐˜ข ๐˜™๐˜ฆ๐˜จ๐˜ช๐˜ด๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ฅ ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ˆ๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ. ๐˜—๐˜ข๐˜ณ๐˜ข๐˜จ๐˜ฐ๐˜ฏ ๐˜ž๐˜ฆ๐˜ข๐˜ญ๐˜ต๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜Ž๐˜ณ๐˜ฆ๐˜ข๐˜ต ๐˜๐˜ข๐˜ญ๐˜ญ๐˜ฆ๐˜บ ๐˜ˆ๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ ๐˜Ž๐˜ณ๐˜ฐ๐˜ถ๐˜ฑ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ฆ๐˜ฑ๐˜ข๐˜ณ๐˜ข๐˜ต๐˜ฆ ๐˜ฆ๐˜ฏ๐˜ต๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜“๐˜—๐˜“ ๐˜๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ.

Missed our latest Finances on Tap event?Our 2026 Market Outlook discussion brought together Paragon Wealth's Ricardo Fer...
06/18/2026

Missed our latest Finances on Tap event?

Our 2026 Market Outlook discussion brought together Paragon Wealth's Ricardo Ferreira and guest strategist Eric Parnell, CFA, for an engaging conversation on the economy, market opportunities, inflation, interest rates, AI, and the risks investors should be watching in the year ahead.

If you couldn't join us liveโ€”or would like to revisit the conversationโ€”you can now watch the full replay.

๐ŸŽฅ Access the replay here: https://paragon-wealth.com/perspectives/ -library

As always, our goal is to help investors cut through the headlines and stay focused on what matters most for long-term success

What can investors expect in 2026?In this special Finances on Tap...

Let's wish Kathleen a very happy birthday! ๐Ÿฅณ Hope your day is filled with all your favorite things!
06/18/2026

Let's wish Kathleen a very happy birthday! ๐Ÿฅณ Hope your day is filled with all your favorite things!

06/17/2026
06/15/2026

We're planning upcoming educational content and would love your input!

๐Ÿ“Š Which financial topic would you most like to learn more about?

A. Retirement Planning & Income Strategies
B. Tax-Smart Financial Planning
C. Social Security & Medicare
D. Estate Planning & Protecting Your Legacy

If your topic isn't listed, drop it in the comments below. We'd love to hear what's on your mind!

06/12/2026

Believe it or not, we're already halfway through the year.

A mid-year financial check-in can help ensure your financial plan still aligns with your goals, priorities, and life circumstances. In our latest video and blog, Phil Rosenau shares several key areas worth reviewing, including retirement contributions, spending habits, tax planning opportunities, and major life changes that may impact your financial future.

A few thoughtful adjustments today can help create greater clarity and confidence for the rest of the year.

Address

515 N Main Street
Doylestown, PA
18901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(215) 348-3176

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