Paragon Wealth Group is a Fort Lauderdale financial advisory firm founded by Sean Mullervy, a financial advisor and CERTIFIED FINANCIAL PLANNER® professional. Serving individuals and families in Broward County, South Florida, and beyond, the firm focuses on helping clients pursue their financial goals through personalized planning and wealth management. Its approach is summarized as “Plan. Invest. Insure.” and encompasses comprehensive financial planning, professional investment management, and strategic insurance protection.

Services include retirement planning, investment strategies, estate management, insurance reviews, tax planning, lifestyle planning, and money management. The firm also helps clients consider the distinct financial needs of saving for retirement and managing income during retirement, with expenses as an important part of building a plan. Paragon Wealth Group offers educational resources, including articles, videos, calculators, and Sean Mullervy’s book, Dollars and Sense. The firm emphasizes putting clients’ needs first and developing strategies tailored to their circumstances. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA and SIPC; services are subject to applicable registration and licensing requirements.