Paragon Financial, a financial services and wealth management firm with more than $324 million in client assets, has joined the Commonwealth Financial Network.
The Asheville, N.C.-based firm, was previously with LPL Financial. Dana Graves, David Hart and Kelly M. Roark, Paragon partners, will lead the firm at Commonwealth. Advisors Luke Graves and Bobby L. Yount, and registered sales assistants Janet Byas and Michelle W. Cox also are joining the team as it joins Commonwealth.
With nearly 25 years in business, Paragon focuses on helping families and individuals in the Asheville area. The firm’s multigenerational team provides financial planning, wealth management, and retirement planning services to a diverse group of clients at different stages of their financial journey, Commonwealth said.
“At Paragon, we give our clients the support we’d want our own family members to receive,” Hart said in a statement. “That creates tremendous loyalty, and we’ve been fortunate to build our business on referrals.”
The move fits in with Paragon’s growth plans. The Paragon team plans to leverage Brand Studio, Commonwealth’s suite of integrated marketing solutions, including pre-approved, white label client engagement materials and its team of in-house marketing consultants, into its platform, Paragon said.
“Our interactions with Commonwealth focused on how their support can help us elevate our client experience and scale our business. With Commonwealth, we have greater flexibility to support clients with their 401(k)s than ever before, which will allow us to expand our services and grow our client base,” Hart said.