Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
Home Client Center Disclosures Contact
Our Services Wealth Management Retirement Planning 401K Rollovers & Management Financial Planning
Our Philosophy Our Team Case Studies Office Tour FAQ
Financial Blog Most Popular Content Video Library Download Our Brochure Life Stages Planning
Home Services Our Services Wealth Management Retirement Planning 401K Rollovers & Management Financial Planning About Our Philosophy Our Team Case Studies Office Tour FAQ Resources Financial Blog Most Popular Content Video Library Download Our Brochure Life Stages Planning Client CenterDisclosuresContact
Fee Only Certified Financial Planner (CFP) Jacksonville & Ponte Vedra
BECOMING INDISPENSABLE TO CLIENTS WITH DISASTER PLANNING
Guest UserMarch 24, 2022
Facebook0 Twitter LinkedIn0 Reddit Pinterest0 0 Likes
Previous

HOW TO USE FINANCIAL RULES OF THUMB

Guest UserMarch 24, 2022
Next

FINANCIAL LESSONS FROM HURRICANE IRMA'S DESTRUCTION

Guest UserMarch 24, 2022

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

ABOUT

Our Philosophy
Our Team
FAQs
Case Studies

RESOURCES

Blog
Videos
The Retirement Continuum
Life Stages Planning


CONTACT

10245 Centurion Pkwy N.
Ste. 106
Jacksonville, FL 32256 
Phone: (904) 861-0093 
Fax: (904) 861-0098 
info@WealthGuards.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. ©2023 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

BlogFormsSitemapLocations
 
 
 

Please review Important Disclosure Information set forth in the last section of this web site.
mdp-color-transparent.png
download (8).png
 

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