Paragon Advisors Advertising Profile
Paragon Advisors Company Overview:
Founded in 1996, Paragon Advisors, Inc. is a financial advisory firm specializing in comprehensive and confidential management of family wealth. Our goal is to organize and centralize your financial matters, to provide ongoing review and monitoring of your financial assets, and to develop and implement wealth maximizing and tax minimizing strategies. An array of financial products and legal documents form the interlocking fabric of your financial life.Knowledge of the agreements made and the vision conceived in one arena, such as estate planning, is crucial to building solutions in the other areas. his is the value added by a firm such as ours. hrough active listening and our consistent display of integrity, we have built longstanding relationships with families such as yours. Our organization is founded on a few core principles:professionalism, communication, and trust. Our professionalism is reflected in the fact that fully half of our planning staff are titled professionals--either CPAs or CFPs. he priority we place on communication is based in our recognition that the free flow of knowledge within our organization is crucial to serving our clients well.Finally, we recognize that by engaging our firm you are placing trust in us, and this engenders a set of responsibilities we take seriously. Paragon Advisors, Inc. and Falmouth Investment Company, Inc. are Registered Investment Advisors with the Securities and Exchange Commission. Click on the following link to review our SEC Registrations.
Primary Address
3401 Tuttle Road
Shaker Heights, OH 44122
Paragon Advisors Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Paragon Advisors. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Paragon Advisors's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Paragon Advisors have?
Paragon Advisors has 1 unique brands.
How much does Paragon Advisors spend on media?
It is unknown how much Paragon Advisors spends on media.
Paragon Advisors Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Paragon Advisors marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Paragon Advisors?
The chief marketing officer at Paragon Advisors is N/A.
How big is the Paragon Advisors Marketing Team?
There are 2 staff members currently involved in marketing for Paragon Advisors.
Paragon Advisors Ad Spend 2025
This section digs into the specifics of the advertising spend at Paragon Advisors and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Paragon Advisors Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Paragon Advisors, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Paragon Advisors Media Mix
Explore a detailed breakdown of the last 12 months media spending for Paragon Advisors across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Paragon Advisors Social Media Marketing Ad Spend
See whether Paragon Advisors is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.