Business Details
40 Years
experience
Trusted Financial Advisers in Provo, UT
At Paragon Wealth Management, our mission centers entirely on your financial success. With over 38 years of experience, we operate as a Registered Investment Advisor (RIA) and fiduciary, legally obligated to act in your best interest. Our team specializes in crafting personalized investment strategies that align with your unique goals, whether you seek predictable income, financial stability, or the freedom to travel the world. We emphasize transparent fee structures, avoiding commissions tied to specific products, and provide comprehensive planning services included in our management fee. Our proven track record includes navigating complex market cycles, with our Top Flight Portfolio delivering a 1,608.59% total return from 1998-2024, significantly outperforming the S&P 500.We invest alongside our clients, maintaining emotional discipline during market volatility. Recognized nationally with multiple awards, including Best of State and rankings in Wealth Manager Magazine, we prioritize long-term relationships built on trust, expertise, and a commitment to helping you achieve the best life possible with your financial resources.
Services
Investment Management
Retirement Planning
Portfolio Management
Financial Planning
Risk Assessment
Details
- Year established: 1986
Highlights and features
- We have 38 years of experience navigating complex market cycles.
- Our fiduciary duty legally requires us to act in your best interest.
- Transparent fee structure with no hidden product commissions.
- Proven track record with Top Flight Portfolio outperforming S&P 500 by 714% (1998-2024).
- Team includes award-winning advisors recognized nationally in Wealth Manager Magazine.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Investment Management
Our active investment management service focuses on dynamic portfolio adjustments to market changes. With 38 years of experience, we've delivered a 1,608.59% return on our Top Flight Portfolio (1998-2024) through strategic risk assessment and market navigation. We invest alongside clients, maintaining emotional discipline during volatility while aligning strategies with individual comfort levels and long-term goals.
Retirement Planning
We specialize in creating personalized retirement strategies that address your unique needs. Our approach combines risk assessment, income stream optimization, and emotional discipline to help clients achieve financial stability. Through free consultations and educational webinars like '9 Ways to Totally Wreck Your Retirement,' we provide actionable solutions to common retirement challenges while maintaining transparent fee structures.
Risk Assessment
Our proprietary risk assessment process helps determine your optimal investment comfort level. By understanding your personal risk tolerance, we create tailored strategies that increase long-term success probabilities. This service includes a free questionnaire to identify your unique 'risk number,' ensuring investments align with your comfort level rather than advisor incentives or market speculation.
Fiduciary Advisory
As Registered Investment Advisors (RIAs), we provide legally binding fiduciary services that prioritize client interests over product commissions. Our transparent fee structure includes all planning services, with no hidden incentives. We've maintained this ethical approach for 38 years, earning recognition as a Premier Advisor by the National Association of Board Certified Advisory Practices.
Portfolio Strategy
We develop customized portfolio strategies based on individual goals and market conditions. Unlike static allocation approaches, our active management adapts to economic changes while maintaining long-term discipline. With $800,000 average client investments, we focus on proven strategies that have outperformed market benchmarks through multiple economic cycles since 1986.
People
David Young
Founder & CEO
David Young founded Paragon Wealth Management with a client-first philosophy. A Brigham Young University graduate and former business owner, he has guided the firm's investment strategies for 38 years. Recognized nationally as a top wealth manager, he developed the Top Flight Portfolio that outperformed the S&P 500 by 714% from 1998-2024.
Nathan White
CIO
As Chief Investment Officer, Nathan White oversees portfolio management with expertise gained from Fidelity Investments. A Westminster College graduate, he brings institutional experience to Paragon's active investment strategies. He contributes to the firm's market navigation approach that has delivered consistent outperformance against benchmarks.
Kaneil Menlove
VP Operations
Kaneil Menlove manages operational excellence at Paragon, leveraging experience from Osborn Companies, LC. A Utah Valley University graduate, he ensures efficient service delivery while maintaining the firm's 38-year commitment to client-first principles and transparent advisory practices.
Sarai Hess
Executive Assistant
Sarai Hess supports Paragon's client-focused operations as Executive Assistant. She plays a critical role in maintaining the firm's award-winning service standards, ensuring seamless communication and administrative support for the advisory team's personalized approach to wealth management.
Questions
What investment services do you offer?
We provide active investment management, retirement planning, risk assessment, and portfolio strategy development. Our services include personalized financial planning with transparent fee structures and no product commissions.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisor (RIA), we have a fiduciary duty to prioritize your interests. This legally binding obligation has guided our client-first approach for 38 years.
How does your investment performance compare to benchmarks?
Our Top Flight Portfolio delivered 1,608.59% total return (1998-2024), significantly outperforming the S&P 500's 894.16%. This active management approach adapts to market changes while maintaining long-term discipline.
What fees are associated with your services?
We charge a transparent management fee that includes all planning services. There are no hidden fees, commissions, or incentives tied to specific investment products, ensuring complete cost clarity.
How do you determine appropriate investment strategies?
We use a proprietary risk assessment process to identify your comfort level, then create customized strategies aligned with your goals. This includes a free questionnaire to determine your unique 'risk number.'
