Paragon Wealth Strategies, LLC

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Paragon Wealth Strategies, LLC

We founded PARAGON Wealth Strategies with the goal of creating a cost effective alternative to the abuses, conflicts of interest, and, poor levels of service and general incompetence that many clients report they receive at leading Wall Street firms.  We strive to be the optimal financial firm for clients who desire objective, holistic wealth management, without proprietary influence, delivered by a team of highly credentialed financial professionals who care about them as individuals.  We have a small firm feel - but we are backed by the leading research and technology available today.  Professional excellence, concern, sensitivity, and diligent oversight are PARAGON’s core values.

In a world where most financial firms seem to be the same, why are we DIFFERENT?
  • We are pragmatic, down-to-earth, and sometimes painfully honest.
  • We tell the truth.
  • We are extraordinarily service oriented.
  • We return phone calls promptly, we take responsibility for our portion of the relationship, and we stand by our promises.
  • We always serve clients as a team of CERTIFIED FINANCIAL PLANNER(TM) professionals specializing in retirement planning and asset management, not as individual advisors. This aids in objectivity and sound decision making.
  • We require our advisors to acquire the Certified Financial Planner® Professional designation. Fewer than 1 out of 10 financial advisors in the United States possess this credential.
  • We proactively invest in the technology and the systems which allow us to provide a superior client experience and extraordinary service.
Please visit our website to see the difference between working with OUR FIRM and what you may be used to! 

Advisors at this Office

Paragon Wealth Strategies, LLC

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This Office

10245 Centurion Pkwy N Ste 106 Jacksonville, FL 32256-0569 Phone: (904) 861-0093

Primary Office

10245 Centurion Pkwy N Ste 106 Jacksonville, FL 32256-0569 Phone: (904) 861-0093