Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
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Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra

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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.

Terms & Conditions | Privacy Notice | Form CRS

 
 
 

Please review Important Disclosure Information set forth in the last section of this web site.

 

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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