Dave Young-Paragon Wealth Mgmt. 2008 receiving award

Dave Young Founder & CEO, Paragon Wealth Management

Award-Winning Wealth Management Built on Stewardship

For 38 years, David Young has guided families through their most significant financial transitions with the same principles that later earned Orem its AAA bond rating: discipline, transparency, and an unwavering focus on long-term results.

As Founder and CEO of Paragon Wealth Management, Dave Young leads a registered investment advisory firm that has become synonymous with excellence in the industry. With 15 Best of State awards and recognition as a 5-time NABCAP Premier Advisor, Paragon represents what happens when stewardship meets expertise.

David Young’s approach is straightforward: treat every client’s wealth with the care and discipline you’d apply to your own. Build strategies that endure across market cycles. Communicate with transparency. Measure success not by short-term gains, but by lasting prosperity and multigenerational impact.

15-Time Best of State Investment Advisor

Paragon Wealth Management has earned the Best of State Investment Advisor award 15 times—recognizing consistent excellence, client satisfaction, and unwavering commitment to the highest standards.

5-Time NABCAP Premier Advisor

David Young and Paragon have been designated NABCAP Premier Advisors five times, honoring firms that demonstrate outstanding credentials, exemplary service, and ethical practice.

Advisors with Heart Award

Paragon received the Advisors with Heart Award for exceptional integrity, service, and genuine care for client wellbeing—values that have guided David Young throughout his decades in wealth management.

Stewardship Over Transactions

David Young built Paragon on a simple philosophy: your wealth represents security for your family, opportunities for your children, and the foundation of your legacy.

This stewardship mindset means:

  • Long-term focus over short-term market timing

  • Risk management that protects what you’ve built

  • Strategic planning aligned with your values

  • Transparent communication through all market conditions

  • Fiduciary responsibility in every recommendation

Navigating Life’s Major Transitions

Paragon Wealth Management provides comprehensive services designed around your unique situation:

  • Retirement Planning

    Sustainable income strategies and tax efficiency

  • Inheritances

    Managing sudden wealth with wisdom

  • Estate Planning

    Legacy design and wealth transfer

  • Business Transitions

    Post-sale wealth management and diversification

Paragon Wealth Management provides comprehensive services designed around your unique situation:

  • Investment Management

    Strategic allocation and tax-efficient strategies

  • Retirement Planning

    Income distribution and Social Security optimization

  • Risk Management

    Portfolio protection and asset safeguarding

  • Legacy & Estate Strategy

    Wealth transfer and charitable giving


For Complete Service Details:
Visit: paragonwealth.com

Investment Management

Nearly Four Decades of Experience
Founded 38 years ago, Paragon has weathered multiple market cycles and economic challenges—delivering consistent value across generations of clients.

Client-First Philosophy
Every strategy prioritizes your goals over products, your legacy over commissions, your peace of mind over portfolio complexity.

Proven Through All Market Conditions
Paragon’s approach has been tested through bull and bear markets, recessions and recoveries, volatility and uncertainty—resulting in strategies grounded in timeless principles, not passing trends.

Who We Serve

Paragon works with families and individuals who:

  • Value long-term relationships over transactional service

  • Seek planning aligned with their values

  • Want transparency and clear communication

  • Appreciate disciplined approaches over speculation

  • Are planning for multigenerational impact

  • Need guidance through major life transitions

More Info-Hunting for True Wealth

David Young’s book explores the philosophy that guides Paragon:

“The families I’ve worked with who express the most satisfaction aren’t always those with the largest portfolios. They’re the ones who’ve aligned their resources with their values, who understand what they’re building toward, and who recognize that wealth is a tool for creating impact that extends beyond themselves.”

Read More about “Hunting for True Wealth
Visit: Placeholder.com

David Young is co-founder of the Live Your Dream Foundation, which has awarded more than 400 college scholarships to single mothers—reflecting his belief that building strong communities extends beyond portfolio management.

Philosophy Proven in Public Service

When David Young served as Mayor of Orem from 2022 to 2025, he applied the same principles that guide Paragon—with remarkable results:

  • Achieved AAA bond rating without raising taxes (only 2% of cities achieve this)

  • Delivered $37M City Hall on time and on budget

  • Built infrastructure serving generations

The principles that earned Orem an AAA bond rating are the same principles David Young applies to your wealth management: discipline, transparency, long-term thinking, results that endure.

The Bridge Between Public Service and Wealth Management

David Young’s unique background—leading both a respected wealth management firm and serving as mayor—offers clients a rare perspective:

  • Strategic thinking

    refined through managing city finances and family wealth

  • Fiduciary mindset

    applied to both taxpayer resources and client portfolios

  • Crisis management

    experience through market volatility and municipal challenges

  • Proven track record

    of fiscal discipline in both domains