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.

06/04/2026

The new "Trump Account" program is generating plenty of attentionโ€”but is it the right savings vehicle for your child or grandchild?

In this week's video, Charlie McNamara breaks down:
โ€ข Who qualifies for the new accounts
โ€ข The federal $1,000 contribution
โ€ข Annual contribution limits
โ€ข How these accounts compare to UTMAs, Roth IRAs, and other savings strategies

Before opening any new account, it's important to understand how it fits into your family's long-term financial goals.

Watch the video to learn more, and contact our team if you'd like help evaluating your options.

Great time celebrating Charlie last night ๐ŸŽ‰๐ŸŽ‚
05/30/2026

Great time celebrating Charlie last night ๐ŸŽ‰๐ŸŽ‚

Philip A. Rosenau aka Thor is at it again with the Humble Heroes of FDNY keeping the kids smiling at Groveland Elementar...
05/29/2026

Philip A. Rosenau aka Thor is at it again with the Humble Heroes of FDNY keeping the kids smiling at Groveland Elementaryโ€™s Field Day! ๐Ÿ’ช๐Ÿป๐Ÿ˜Ž๐Ÿƒโ€โ™‚๏ธ

Memorial Day isnโ€™t just the start of summer, itโ€™s a time to remember those who gave everything for the freedoms we live ...
05/25/2026

Memorial Day isnโ€™t just the start of summer, itโ€™s a time to remember those who gave everything for the freedoms we live with every day.

As we gather with family and friends, letโ€™s also take a quiet moment to reflect on the lives lost and the sacrifices made.

Their legacy lives on in the way we live, lead, and care for one another.

Today, we remember. โค๏ธ๐Ÿค๐Ÿ’™

Letโ€™s wish a big Happy Birthday to our very own Philip A. Rosenau! Whether heโ€™s helping clients plan for the future, cru...
05/24/2026

Letโ€™s wish a big Happy Birthday to our very own Philip A. Rosenau!

Whether heโ€™s helping clients plan for the future, crushing a CrossFit workout, or chasing after two energetic kids at the beach, he brings the same dedication and positivity to everything he does.

Wishing you a year filled with health, happiness, family adventures, and plenty of beach days. Enjoy your day, Phil! ๐ŸŽ‰

This could be our fate this MDW. โ˜”๏ธ Weโ€™re curious, whatโ€™s your favorite indoor activity? โฌ‡๏ธ
05/22/2026

This could be our fate this MDW. โ˜”๏ธ Weโ€™re curious, whatโ€™s your favorite indoor activity? โฌ‡๏ธ

05/15/2026

Divorce changes more than your relationship status โ€” it changes your financial landscape too.

In this weekโ€™s Paragon Perspectives, we discuss the important financial decisions individuals face after divorce, including retirement planning, cash flow, investments, and rebuilding long-term confidence.

If you or someone you know is navigating this transition, this conversation offers practical guidance and a reassuring reminder that you donโ€™t have to figure it out alone.

Letโ€™s all give a warm welcome to Nicole! My name is Nicole Ward. I am a senior at Germantown Academy and am interning wi...
05/14/2026

Letโ€™s all give a warm welcome to Nicole!

My name is Nicole Ward. I am a senior at Germantown Academy and am interning with Paragon Wealth Management this month for my senior project. This fall, I am attending Tennessee Technological University in Cookeville, TN. I will be majoring in Finance and also playing beach volleyball. While working with Paragon Wealth Management, I am looking forward to learning about the different parts of being a financial advisor and gaining some experience before I head off to college.

Happy 50th Birthday, Charlie! ๐ŸŽ‰Founder, leader, and the guy who makes sure we never take ourselves too seriouslyโ€”Paragon...
05/12/2026

Happy 50th Birthday, Charlie! ๐ŸŽ‰

Founder, leader, and the guy who makes sure we never take ourselves too seriouslyโ€”Paragon wouldnโ€™t be the same without you.

Fifty looks pretty goodโ€ฆ but we all know youโ€™re just getting started. Hereโ€™s to more laughs, great memories, and keeping things fun for years to come. ๐Ÿป

Motherโ€™s Day is more than a celebrationโ€”itโ€™s a reminder of the strength, care, and resilience that shape families for ge...
05/10/2026

Motherโ€™s Day is more than a celebrationโ€”itโ€™s a reminder of the strength, care, and resilience that shape families for generations.

To the women who balance it all, who step up in lifeโ€™s most difficult moments, and who continue to show up with grace and determinationโ€”we see you.

At Paragon Wealth, weโ€™re especially honored to work with so many incredible women navigating life transitions, building legacies, and taking control of their financial futures.

Today, we celebrate you. ๐Ÿ’

Happy Motherโ€™s Day.

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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