Updated October 31, 2023
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Paragon Wealth Strategies

Investment Advisor Firm
Total assets under management$456M
Years in business20+

About Paragon Wealth Strategies

Paragon Wealth Strategies, established in 2004, was founded as a fiduciary, fee-only Registered Investment Advisor (RIA) firm. This shift was driven by the desire to protect clients' best interests, free from Wall Street's influence.

Committed to safeguarding client assets, Paragon Wealth Strategies entrusted Fidelity with custody and investment implementation. They aim to offer a cost-effective alternative, untarnished by conflicts of interest, delivering top-tier wealth management services. As fiduciaries, their objective is to become the leading financial advisors in Jacksonville and Ponte Vedra, Florida, focusing on holistic wealth management devoid of proprietary influences.

Every advisor at Paragon holds a minimum Certified Financial Planner™ (CFP®) certification. This dedication to professional competence is just the beginning. CFP® is the foundation upon which years of study and experience build deeper expertise. Paragon believes that their commitment benefits clients by providing solutions to complex situations.

Paragon employs a team approach to client service, emphasizing objectivity and in-depth understanding. They offer fee-only investment management, inclusive of comprehensive financial planning, retirement and tax planning, risk management, and legacy planning, all without additional charges.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Retirement Planning
  3. Investment Management
  4. Financial Planning

More about Paragon Wealth Strategies

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1465438

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