WealthGuards, operating under the tradename Paragon Wealth Strategies, is a fee-only, fiduciary financial advisory firm based in Jacksonville, Florida. Since its inception in 2004, the firm has been dedicated to providing personalized financial planning, retirement planning, investment management, and wealth management services to clients in Jacksonville and Ponte Vedra Beach. Their team of Certified Financial Planners (CFP®), including professionals like Jonathan Castle, Michelle Ash, and Jennifer King, emphasizes a client-centric approach, aiming to make clients’ jobs “optional” by achieving financial independence. In 2023, Paragon Wealth Strategies became part of Mercer Global Advisors, enhancing their service offerings while maintaining their commitment to individualized financial guidance. The firm is known for its holistic planning strategies, focusing on maximizing wealth and providing clients with the freedom to enjoy their retirement years without financial stress.