Tech-Savvy Atria Wealth Solutions Snags $420 Million Paragon Financial Group from Osaic


The New York-based Atria Wealth Solutions announced that Paragon Financial Group (Paragon) will join Atria subsidiary Cadaret Grant.

Frank Brown, founder of the $420 million Paragon noted that the move to Atria was a strategic decision for access to Atria’s technology offering and leadership engagement.

“With Atria’s platform, we gain tremendous efficiencies, making it easier to offer a more personal touch to our clients and, more broadly, support for our ambitious growth goals” he said in the release. “We were looking for a true partner who understands our needs and offers substantial resources – Atria fits that bill perfectly.”

Paragon is headquartered in Glendale, Arizona, with additional offices in Phoenix, Scottsdale, Flagstaff, Prescott, Tucson and Denver, Colorado. The firm was founded in 1999 and has since specialized in “offering premier investment strategies and personalized advice.”  In addition to Brown, the firm includes 10 financial professionals who collectively represent over 350 years of experience in financial planning and comprehensive wealth management services.

Bill Morrissey | Atria

“After getting to know Frank and the Paragon team, it’s very clear they are committed to excellence and elevating their wealth management offering which makes them a perfect match to our collaborative culture at Atria,” Bill Morrissey, Head of Atria’s Independent Channel, said. “The addition of Paragon is another statement recruiting win for Atria and further emphasizes our position as the leading destination for those seeking a community of growing financial professionals and access to a team that will take their practice to the next level.”