Paragon Wealth Doylestown

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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 financial 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 you’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.

𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘓𝘗𝘓 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘔𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊. 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘎𝘳𝘦𝘢𝘵 𝘝𝘢𝘭𝘭𝘦𝘺 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 𝘎𝘳𝘰𝘶𝘱, 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘰𝘳. 𝘗𝘢𝘳𝘢𝘨𝘰𝘯 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘎𝘳𝘦𝘢𝘵 𝘝𝘢𝘭𝘭𝘦𝘺 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 𝘎𝘳𝘰𝘶𝘱 𝘢𝘳𝘦 𝘴𝘦𝘱𝘢𝘳𝘢𝘵𝘦 𝘦𝘯𝘵𝘪𝘵𝘪𝘦𝘴 𝘧𝘳𝘰𝘮 𝘓𝘗𝘓 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭.

10/16/2026

🎬 A Day in the Life at Paragon: Meet Phil Rosenau!

Ever wonder what goes on behind the scenes at Paragon Wealth?

This time, we're spending the day with Phil Rosenau! From working with clients to collaborating with the team, Phil gives us a glimpse into what makes each day at Paragon a little different.

We take our clients' financial futures seriously, but that doesn't mean we can't have a little fun along the way!

Grab your coffee ☕ and come spend a few minutes with Phil!

▶️ Watch the video below!

10/09/2026

💙 Giving Back Can Be Part of Your Financial Plan

Charitable giving is about supporting the people and causes that matter to you, but with a little planning, you can make those gifts even more meaningful.

In our latest Paragon Perspectives, we explore charitable giving strategies that can help you give thoughtfully while also considering the potential tax and financial planning benefits.

Whether charitable giving is already part of your plan or something you’re considering, knowing your options can help you make a greater impact.

🎥 Watch the video to learn more.

Great day of golf for a great cause ⛳️👏🏻
10/09/2026

Great day of golf for a great cause ⛳️👏🏻

Great showing fellas!! ⛳️
10/09/2026

Great showing fellas!! ⛳️

Great day to play & sponsor a golf outing!! Patti Carroll Memorial FoundationPhilip A. RosenauCharles McNamara
10/08/2026

Great day to play & sponsor a golf outing!! Patti Carroll Memorial FoundationPhilip A. RosenauCharles McNamara

10/02/2026

When was the last time you checked your beneficiary designations? 👀

It’s one of those financial to-dos that’s easy to set and forget, but outdated beneficiary information can create unintended complications for the people you care about.

In this video Phil explains why regularly reviewing the beneficiaries on your retirement accounts, life insurance policies, and other financial accounts is an important part of keeping your financial plan up to date.

A few minutes today could help prevent a much bigger headache down the road.

🎥 Watch the video to learn more.

09/25/2026

📊 What grade would you give your finances?

We get report cards in school, performance reviews at work, and checkups at the doctor—but when was the last time you checked in on your financial health?

In our latest Paragon Perspectives, we look at six important areas of your financial life, from cash flow and emergency savings to retirement, debt, and estate planning.

And don’t worry—you don’t need straight A’s. 😉 The goal is to identify what’s working, spot any gaps, and keep making progress.

🎥 Watch Your Financial Report Card: How Are You Really Doing?

Wishing a meaningful Yom Kippur to all who observe.May this Day of Atonement bring reflection, peace, and a sense of ren...
09/20/2026

Wishing a meaningful Yom Kippur to all who observe.

May this Day of Atonement bring reflection, peace, and a sense of renewal for the year ahead.

From all of us at Paragon Wealth Management, we wish you and your loved ones an easy and meaningful fast. ✨

09/18/2026

Would you know what to do if your “bank” called about suspicious activity or if a family member suddenly called asking you to send money?

Scammers are becoming more sophisticated, and AI is making some scams even harder to spot.

In our latest Paragon Perspectives, Jeremy Kerr shares simple steps retirees can take to help protect their identity, financial accounts, and retirement savings.

🔐 Slow down when a request feels urgent
📱 Don’t automatically trust caller ID
🔑 Use strong, unique passwords and multi-factor authentication
🤖 Be cautious of AI-generated voices and messages
☎️ When in doubt, verify independently before taking action

When it comes to protecting what you’ve worked a lifetime to build, a little caution can go a long way.

Watch the full video to learn more.

09/17/2026

Huge shoutout to all our sponsors 🙌🏼 We couldn’t do this without you 💛

Looking to sponsor? Link in our bio to sponsor😊

Sign up to have dinner with us! 🍽️ Plenty of spots still available!

Can’t wait to see you all October 8th, 2026 ⛳️

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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