Advisory Business

Paragon offers investment management services to individuals, trust and corporate retirement plans. We are registered as an Investment Advisor with the Pennsylvania Securities Commission. Paragon is privated owned and operated by Larry Carroll and John Endres.

We manage investment accounts that are invested in publicly traded securities. These securities include stocks, bonds, certificates of deposit, electronic traded funds (ETFs), master limited partnerships, and mutual funds.  We do not have a stated minimum account size.

We strive to develop life-long caring relationships with our clients. Investment advice is tailored to the specific needs, goals and objectives of our clients. We do not manage any accounts on a discretionary basis. This means that all security trades require our clients’ prior approval.