Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
Home
Financial Planning Tax Planning & Preparation Investment Management Estate Planning Insurance Solutions Trustee Services
Home Services Financial Planning Tax Planning & Preparation Investment Management Estate Planning Insurance Solutions Trustee Services
Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
SHOULD PARENTS PAY OFF $200,000 IN LAW SCHOOL LOANS FOR A SON WHO ENDED UP IN REHAB?
SHOULD PARENTS PAY OFF $200,000 IN LAW SCHOOL LOANS FOR A SON WHO ENDED UP IN REHAB?

3/27/2018 - Quoted

Read More
Guest UserMarch 24, 2022Scott Snider
SHOULD I BUILD AN EMERGENCY FUND OR PAY OFF DEBT?
SHOULD I BUILD AN EMERGENCY FUND OR PAY OFF DEBT?

3/19/2018 - Quoted

Read More
Guest UserMarch 24, 2022
2018 ECONOMIC OUTLOOK: ARE WE APPROACHING A MARKET BUBBLE?
2018 ECONOMIC OUTLOOK: ARE WE APPROACHING A MARKET BUBBLE?

1/11/2018 - Published Article

Read More
Guest UserMarch 24, 2022
GOOD FINANCIAL READS: UNDERSTANDING TAX REFORM
GOOD FINANCIAL READS: UNDERSTANDING TAX REFORM

1/5/2018 - Published Article

Read More
Guest UserMarch 24, 2022
HOW TO USE FINANCIAL RULES OF THUMB
HOW TO USE FINANCIAL RULES OF THUMB

10/18/2017 - Published Article

Read More
Guest UserMarch 24, 2022
BECOMING INDISPENSABLE TO CLIENTS WITH DISASTER PLANNING
BECOMING INDISPENSABLE TO CLIENTS WITH DISASTER PLANNING

9/25/2017 - Quoted

Read More
Guest UserMarch 24, 2022
FINANCIAL LESSONS FROM HURRICANE IRMA'S DESTRUCTION
FINANCIAL LESSONS FROM HURRICANE IRMA'S DESTRUCTION

Published article 9/26/2017

Read More
Guest UserMarch 24, 2022
GOOD FINANCIAL READS: ADVICE FROM OUR EXPERTS ON THE EQUIFAX DATA BREACH
GOOD FINANCIAL READS: ADVICE FROM OUR EXPERTS ON THE EQUIFAX DATA BREACH

Published Article 9/22/2017

Read More
Guest UserMarch 24, 2022
MEET THE RARE INVESTMENT ADVISER WHO STILL PICKS STOCKS
MEET THE RARE INVESTMENT ADVISER WHO STILL PICKS STOCKS

8/8/2017 - Featured & Quoted

Read More
Guest UserMarch 24, 2022Scott Snider
A ROTH SAVINGS STRATEGY FOR HIGH EARNERS
A ROTH SAVINGS STRATEGY FOR HIGH EARNERS

Published Article 8/7/2017

Read More
Guest UserMarch 24, 2022
4 TIMES WHEN YOU MIGHT NEED A FINANCIAL PLANNER
4 TIMES WHEN YOU MIGHT NEED A FINANCIAL PLANNER

Quoted 5/2/2017

Read More
Guest UserMarch 24, 2022
HOW TO RETIRE WITHOUT $1-MILLION IN A 401(K)
HOW TO RETIRE WITHOUT $1-MILLION IN A 401(K)

Quoted 4/24/2017

Read More
Guest UserMarch 24, 2022Scott Snider
MILLENNIALS ADOPT COLLABORATIVE MODEL WITH COMPETITORS
MILLENNIALS ADOPT COLLABORATIVE MODEL WITH COMPETITORS

Quoted 2/24/2017

Read More
Guest UserMarch 24, 2022
Newer

Subscribe

Sign up with your email address to receive news and updates.

We respect your privacy.

Thank you!
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

LOGIN

EMoney
Black Diamond
Fidelity

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.

Site by Jax Media Team