PARAGON Wealth Strategies Newsroom - Profile and News Archive
PARAGON Wealth Strategies was founded in 2004 as a branch office of a broker dealer. Seeing the storm clouds approaching as the Financial Crisis of 2008 loomed, we decided to leave that firm and create a fiduciary, fee-only Registered Investment Advisor (RIA) firm, independent of Wall Street’s interests, designed to look out only for our clients’ best interests. We registered directly with the SEC, and negotiated a relationship with Fidelity to custody our client's assets for safekeeping and investment implementation.
Our goal was to create a cost effective alternative to the abuses, conflicts of interest, and poor levels of service that we observed at leading Wall Street and retail financial firms. As fiduciaries, we strive to be the best financial advisors in Jacksonville and Ponte Vedra for clients who desire holistic wealth management, without proprietary influence, delivered by a team of experienced financial professionals who care about them as individuals.
Investment advisory services provided by Paragon Wealth Strategies, LLC, a registered investment adviser.
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Learn more online at: https://www.wealthguards.com/