Who We Are?
The Paragon Group of Oppenheimer & Co. Inc. is a wealth management team based Radnor, Pennsylvania. We are passionate about serving clients with innovative, customized strategies that set us apart from our competitors. We invest the time to understand the “big picture” for each client and only offer recommendations after we thoroughly comprehend their goals and objectives. We provide comprehensive, wealth management services to business owners, members of senior management, and professionals. We help clients address a broad range of financial situations including retirement from a business or employer, exercising stock options, liquidity events from the sale or recapitalization of a business, strategies for managing concentrated investments, as well as comprehensive investment, retirement, and estate planning.
Recent Insights
Experience
Our team possesses the experience and resources to address a variety of complex situations common with business owners, executives, and professionals.
Integrity
The most important aspect of any professional relationship. Our team takes great pride in doing the right thing for clients and putting their interests ahead of our own.
Responsiveness
We find the best way to understand our client’s ever-changing circumstances is with personal, ongoing interaction by a senior member of our team.
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