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Atria Recruits $420 Million Paragon Financial Group from Osaic

Atria Welcomes $420 Million Paragon Financial Group from Osaic. Alternative investments, Paragon Financial Group, Paragon, Osaic, Atria Wealth Solutions, Atria, RIA, registered investment adviser, Cadaret Grant, broker-dealer

Atria Wealth Solutions, Inc., a multi-channel wealth management solutions holding company headquartered in New York City, announced the addition of Paragon Financial Group to Atria subsidiary Cadaret Grant. Transitioning from Osaic, Paragon brings with it $420 million in client assets.

“Our move to Cadaret Grant and the Atria family was a strategic decision driven by our desire for access to the industry’s best technology and support from their senior-most leadership,” said Frank Brown, founder of Paragon Financial Group.

“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. We were looking for a true partner who understands our needs and offers substantial resources – Atria fits that bill perfectly,” Brown added.

Headquartered in Glendale, Ariz., and with offices in Phoenix, Scottsdale, Flagstaff, Prescott, and Tucson, as well as Denver, Colo., Paragon was founded in 1999. Specializing in investment strategies and personalized advice, Paragon’s team includes financial professionals, Stacie Durns, Michael Edwards, Scott Hansen, Carl Hulse, David Lesnick, Todd Matthews, David Paez, Thomas Repass, Michael Ridley and Terry Toman, who collectively represent over 350 years of experience in financial planning and comprehensive wealth management services.

“We are delighted to welcome Paragon to Cadaret Grant and the Atria family. 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,” said Bill Morrissey, head of the independent channel for Atria.

Atria Wealth Solutions’ broker-dealer and registered investment adviser subsidiaries empower independent financial professionals and financial institutions with tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s subsidiaries support close to 2,700 financial professionals with nearly $120 billion of assets under administration.

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