atlantic Beach certified financial planner™ (CFP®) Professionals
Atlantic Beach is the good life. Considered by many to be a hidden Florida gem, the area is an amazing place to live, work, and to retire, drawing legions of visitors and residents each year to sample the good life.
Locally rooted in the Atlantic Beach area, Paragon Wealth Strategies operates with a simple goal: helping our clients to retire and stay retired.
Our team of certified financial planners bring extensive experience servicing a wide variety of clients throughout Atlantic Beach and surrounding areas. We know the area, we know finances – and we know how to help you build, sustain, and maximize a nest egg to create the life you want for you and your family. There can be no one-size-fits-all approach to building the right strategic financial roadmap; our team of trusted advisors can make sure you are proactively shaping your approach to the future, not reacting to the short-term headlines.
Whether you are planning a multi-year strategy to reach retirement or seek the confidence to maximize your savings now that you have left the world of active employment, we can help you to reach your goals. Let’s discuss how we can work together to build a life of freedom in Atlantic Beach on your terms. Give our team a call today and let’s set you on the right path to lasting financial independence.
Note: Our office is located at 10245 Centurion Pkwy N Ste 106, Jacksonville, FL 32256, though we proudly service clients from all over.
atlantic beach financial Planning, investment management & more
For customers throughout Atlantic Beach, we offer a full suite of comprehensive services. We are ready and equipped to do it all when it comes to financial planning services for Atlantic Beach residents. Our capabilities are wide-ranging, from wealth management advising to devising the right investment management strategy to help you enjoy the nest egg you have saved up.
We work hard to understand you as a person and device the unique strategy you need to meet your long-term financial goals in Atlantic Beach. We know that you’re in Jacksonville to live the life you want for you and your family. But how can you ensure that the savings you have worked hard to amass can sustain you and your loved ones for the long haul? We know that your financial planning will evolve over time based on your needs and unexpected challenges that life can throw your way. Let’s chat today about how we can work together.
more about Our atlantic beach area team:
Our team of financial advisors based in Atlantic Beach are committed to the region and committed to supporting you on your personal journey toward financial independence. Our professionals are committed to working in the very best interests of our clients, operating as a fiduciary, fee-only Registered Investment Advisor (RIA) firm. Since our beginnings back in 2004, we have set out with a very specific goal in mind: to build a cost-effective alternative to the abuses and conflicts of interest that we have seen too other reflected in our industry.
We don’t believe in following the same old playbook. Our charge to ourselves and our driving motivation is to be a different kind of firm to serve clients across Atlantic Beach and across northeastern Florida– one focused on servicing individual clients as human beings, offering them a holistic wealth management approach uniquely tailored to their specific needs. We pride ourselves as the best financial advisors you will find anywhere around the beautiful area that we are lucky to call home in the beautiful area surrounding Atlantic Beach. We’re confident that you will agree – so give us a call. We’re excited to talk with you about the kind of future that we can build together.