Paragon Wealth Strategies, LLC.

Comprehensive Wealth Management for a Successful Retirement

PARAGON: Helping successful individuals and families make work... OPTIONAL!

Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.

Maybe you have already made the leap into retirement. Wherever you are on The ...(see more)

Firm Information

Articles/Publications

PARAGON Perspectives

PARAGON Perspectives is the blog of PARAGON's financial professionals, writing frequently on articles of general and timely interest to retirement-minded folks!

Social Media

http://www.facebook.com/#!/ParagonWealthStrategies

Advisors (3)

Name	Start Date
Jonathan N. Castle, CFP®, ChFC®	Jul 2008
Kristine D'Esterhazy, CFP®	Mar 2013
Michelle L. Ash, CFP®, CASL®	Jul 2008

*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$97.8M

Total Assets

162

Clients

$604.0K

Estimated Average Account Balance Per Client

*An individual AUM and number of accounts has been entered by the firm and has not been verified.

Ownership

Jonathan N. Castle, CFP®, ChFC® (50% to 75%)
Michelle L. Ash, CFP®, CASL® (25% to 50%)

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
Jonathan N. Castle, CFP®, ChFC®	Member/Manager	03/01/2008
Michelle L. Ash, CFP®, CASL®	Chief Compliance Officer/Member/Manager	03/01/2008

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:	10245 Centurion Pkwy N. Jacksonville , FL 32256
Phone Number:	904-861-0093

Firm Compensation Arrangements

Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Key Information

Type:	Investment Adviser Firm
HQ:	Jacksonville, FL
Employees:	About 5
Total Assets:	$97.8M
Website:	Paragon Wealth Strategies, LLC.

Client Types

	Individuals
	High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing as of 04/01/2013.

Professional Designations

Certified Divorce Financial Analyst

Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.

Certified Financial Planner

A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Chartered Financial Consultant

Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Chartered Retirement Planning Counselor

The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Membership Associations

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

National Association of Personal Financial Advisors

NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

State Registrations

Paragon Wealth Strategies, LLC. is registered in the following states: FL, GA and TX

Firm Services

	Portfolio Management	100%
	Individuals and/or Small Businesses
	Financial Planning	50%
	Estate Planning
	Comprehensive Financial Planning
	Retirement Planning