Family Office - Multi • Shaker Heights, United States

Paragon Advisors

Paragon Advisors is a family office - multi based in Shaker Heights, United States, founded in 1995. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.0B
Assets Under Mgmt
1995
Year Founded
Family Office - Multi
Investor Type
Shaker Heights, United States
Headquarters
About

Paragon Advisors

Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. Our goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing strategies. In December 2013, the firm was acquired by Savant Capital Management.

Investment Focus

What Paragon Advisors Invests In

Investment types: Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital

Sectors & themes: Charitable Investments, Endowment Fund, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning, Financial Services, Finance, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)

Preferred geographies: United States

Location: Chagrin Corporate Center, Suite 300\n20820 Chagrin Blvd\nShaker Heights\nOhio\n44122\nUnited States

Contact Paragon Advisors

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.