Welcome!

Established in 1994, Paragon Resources, Inc. is a practice management consulting and training firm working exclusively with successful investment advisory teams who want to take their businesses to new heights. Paragon provides objectivity and specific recommendations for investment advisors to make wiser decisions on the growth of their practices. Our area of expertise is building the proper team and resource infrastructure to deliver excellent service and maximize profitability.

You help your clients with ROI.
We help you with ROP - Return on People.
Acclerating Team Performance to Maximize Your Client Relationships

Read an overview of the Know Service Book
Making the Case for 5-Star Service