Jul 03
About Paragon
The Beginning of Paragon
Paragon Wealth Management is an investment firm in Provo, Utah. It was established in 1986 to give investors a better way to invest their money and achieve their financial goals.
Paragon was created differently than the typical wealth management firm. Our entire focus is on your investment strategies and optimizing the performance of your portfolios.
Dave Young, President of Paragon, started the company after he sold the 12 franchise businesses he owned. He wanted to invest the money from the sale, but wasn’t impresses with the investment services available. He wasn’t willing to risk his life savings following the traditional buy and hold programs promoted by most investment firms. He wanted to do more with his money.
That was the beginning of Paragon Wealth Management. Today, Paragon helps clients throughout the United States.
Recognitions
The success of Paragon’s management style has attracted local and national attention. Paragon has been featured in The Wall Street Journal, Money magazine, Smart Money, Kiplinger’s Personal Finance, Business Week, Investment News, Dow Jones Newswire, Money Management Executive, Trader Monthly, Advising Boomers, Institutional Investor, Investment Management Weekly, and various Utah publications. Dave has also appeared on CNBC.
Best of State presented Paragon with the 2008 Utah Best of State Award in Financial Services. The Provo/Orem Chamber awarded Paragon with the Small Business of the Year Award May 2008. Wealth Manager Magazine named Paragon one of their “Top Dogs”- one of the top advisory firms in the United States in 2008.
Charitable Contributions
Over the past several years, Paragon has helped several Utah charities raise close to $30,000,000. These assets have been used to fund numerous scholarships and other programs. Several charities use Paragon to manage a portion of their assets.
Visit www.paragonwealth.com to learn more about us.

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