Ponte vedra certified financial planner™ (CFP®) Professionals
Paragon Wealth Strategies operates with a simple goal: helping our clients to retire and stay retired. Our team of Certified Financial Planner™ (CFP®) professionals bring extensive experience servicing a wide variety of clients throughout Ponte Vedra & Ponte Vedra Beach. 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.
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 on your terms.
Note: Our office is located at 10245 Centurion Pkwy N Ste 106, Jacksonville, FL 32256, though we proudly service clients from all over.
Ponte Vedra financial Planning, investment management & more
We offer a full suite of comprehensive financial services in the Ponte Vedra area, ranging from wealth management advising – to help you maximize your complete wealth picture – to devising the right investment management strategy to help you enjoy your savings. We know that your financial planning will evolve over time based on your needs and unexpected challenges that life can throw your way. We work hard to understand you as a person and devise the unique strategy you need to meet your long-term financial goals.
more about Our ponte vedra team:
Our team of financial advisors in Ponte Vedra are committed to working in the very best interests of our clients, operating as a fiduciary, fee-only Registered Investment Advisor (RIA) firm. Since we began in 2004, we have set out to build a cost-effective alternative to the abuses and conflicts of interest that we have seen too other reflected in our industry.
Our idea is to be a different kind of firm – 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 in Ponte Vedra.