Paragon Wealth Strategies

Founding in 2004, we were a brokerage dealer's branch. We split from the broker-dealer because the Financial Crisis of 2008 was near. We created a fiduciary fee-only Registered Investment Advisor firm (RIA) located in Jacksonville. We are not affiliated with Wall Street. We originated to help clients. Our goal is to protect and grow their wealth. We chose Fidelity as our custodian for the client's investments and safekeeping. The SEC allowed us to register. We wanted to permit a cost-effective remedy to the conflicts of interest, abuses, and poor service that we viewed at retail and Wall Street financial institutions. And, we aim to become the most trusted financial advisor in Jacksonville, Ponte Vedra, for clients who want holistic wealth management. Our team of financial experts is dedicated to the client's needs. Private Wealth Management focuses on the long-term, comprehensive effort to increase your wealth. This management emphasizes your goals and values. It takes a highly trained professional to adopt a holistic approach to achieving your objectives.