Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
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Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
How Paragon Wealth Strategies Can Help You Maximize Your Wealth
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How Paragon Wealth Strategies Can Help You Maximize Your Wealth
How Does Wealth Management Make Your Job... OPTIONAL?
Paragon Wealth Strategies: Who We Are
What is Wealth Management?
See Our Financial Planning System in Action
What It Means To Be A Fiduciary
The Power Of The Entrepreneur & Small Business
The Importance of Creating Your Personal Investment Policy Statement
How to Set Yourself Up for a Successful Retirement
Providing Financial Care for Your Elders
Assess Needs vs Wants and Win the War for Your Wallet
What is an Irrevocable Life Insurance Trust (ILIT)?
The Importance of Financial Planning for Your Healthcare in Retirement
The Benefit of Financial Planning & Visualizing Your Future
First Portfolio: It's Never Too Early to Learn About Investing & Saving
Personalized, Creative Financial Planning for You
Leave a Legacy for Your Loved Ones With a Trust
Assessing Different Needs & Goals for a Financial Future
How to Make Important Financial Decisions
Manage Your Family's Wealth & Finances in One Place
Simplify Your Wealth Management
Provide for Your Family Even After You're Gone
HOW OUR TEAM OF CFPS INVEST AT PARAGON WEALTH STRATEGIES
Jacksonville Wealth Management & Financial Planning: Paragon Wealth Strategies
PARAGON Client EMoney Dashboard: How to Use Walkthrough
Black Diamond Portal: How to Use & What's Available

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Paragon Wealth Strategies
10245 Centurion Pkwy N,
Jacksonville, FL, 32256,
United States
(904) 861-0093 info@WealthGuards.com
Hours

SERVICES

Wealth Management
Recession Defense
Retirement Planning
401K Rollovers
Healthcare Professionals
Financial Planning

DISCLOSURE INFO

Brochure/ADV Part II
Form CRS

CONTACT

10245 Centurion Pkwy N.
Ste. 106
Jacksonville, FL 32256 
Phone: (904) 861-0093 
CCO@merceradvisors.com

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Paragon Wealth Strategies is a tradename. All services provided by Paragon Wealth Strategies investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Paragon Wealth Strategies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. ©2025 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.

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The links provided above lead to third parties. The views and opinions of third-party content providers are solely the views of the authors and not Mercer Advisors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CFP Board also requires its members to adhere to a fiduciary standard while performing financial planning services.

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