Who We Serve

Who We Serve

Your Trust is Important to Us.
Our Typical Clients

Our dedication to a comprehensive multi-step wealth management process enables us to serve a variety of clients with diverse backgrounds and unique financial situations.

Serving Texas-Based Clients and Strengthening Local Community

From our office in College Station, we serve clients throughout the great state of Texas. While we have a few clients outside of the state, 95% of our clients live in Texas with most residing in the metro areas of College Station, Houston, Austin, Dallas, and San Antonio. However, if you live outside of Texas, we are also happy to serve you.

Pre-retirees, retirees, business owners, and foundations

While many of our clients are retired, we have also seen an influx of young professionals looking for reliable, fee-only financial advice. Starting early in saving for retirement is key to reaching your goals, and many of our young professionals and business owners are seeking our help to plan for retirement and other important long-term goals.

Our clients include doctors, business owners, college professors, and professionals. Others are past graduates of Texas A&M University who have come back to retire in the College Station, Texas area. For many of these clients we offer valuable niche services including Social Security Income Planning, Medicare Planning, and 403(b) Rollovers. A number of nonprofit foundations also trust us to preserve and grow their investment portfolios.

Company Retirement Plans

Paragon Financial Advisors will help you and your company implement or maintain a retirement plan that best suits the needs of you and your employees. We currently manage both defined contribution plans and pension plans such as: 401(k), 403(b), SEP, and defined benefit plans along with other choices for Retirement Planning.

New royalty income recipients

A number of clients have also come into new wealth by discovering oil and gas beneath their properties and have sought our services to help make these new assets last throughout their lifetimes.

Trust management

Two of our principals, Jene Tebeux and David Hailey, have extensive experience in trust management and David is a Certified Trust and Financial Advisor (CTFA). Our team of advisors hold extensive professional credentials including the CERTIFIED FINANCIAL PLANNER™ (CFP®), CHARTERED FINANCIAL ANALYST™ (CFA®), and CHARTERED ALTERNATIVE INVESTMENT ANALYST™ (CAIA®) designations.

Let us serve as your trusted advisors and help you achieve your financial goals.

Contact us for a free no-obligation financial consultation.

Meet our team of wealth management professionals.

Learn about our wealth management services.

Paragon Financial Advisors
Texas Independent Fee-Only Financial Advisor
215 Rock Prairie Road
College Station, Texas 77845
(979) 693-3907