Jon Castle
MSFS, CFP®
Paragon Wealth Strategies
Managing Partner and Chief Investment Officer
Jon Castle
MSFS, CFP®
Paragon Wealth Strategies
Managing Partner and Chief Investment Officer
As a Jacksonville fee-only financial planner, I like to use straightforward communications techniques to distill complex financial topics into layman's terms. I have found that understanding your plan and your investment strategies leads to confidence - which leads to financial success. It is difficult to be confident in a plan or a strategy that no one understands. - Jon Castle, MSFS, CFP®
"Our Job is to make YOUR Job... OPTIONAL!"
Jon Castle is a Jacksonville, FL fee-only financial advisor. He is a managing partner in Paragon Wealth Strategies, a wealth management, financial planning and investment advisory services firm that helps individuals, families and business owners grow their assets for retirement, protect their assets during retirement, and minimizes their taxes throughout.
More specifically, Paragon is a deep expertise, high touch, boutique wealth management firm that helps ordinary people become millionaires and millionaires become multi-millionaires. Unlike most firms, we work as a team and bring a high level of expertise across multiple disciplines to our clients dependent on their situation.
EINSTEIN SAID, “IF YOU CAN’T EXPLAIN IT SIMPLY… YOU DON’T UNDERSTAND IT WELL ENOUGH.”
THAT’S JON’S MOTTO.
Jon specializes in working with those who are at or nearing retirement. Common issues he solves for his clients include:
- When can I retire?
- How much do I need to retire?
- How do I get health insurance if I retire early?
- How can I minimize taxes in retirement?
- What is the best social security strategy - for me?
- How should I invest in retirement?
With over 25 years of experience in financial planning, investment management, and working directly with retirement age clients, Jon Castle believes a simple, straightforward way of explaining things (often with upside-down drawings) can help clients be more successful because they understand their strategies, make decisions confidently, and then go on to focus on what’s really important in their lives - enjoying retirement and family.
Jon graduated in 1989 from the United States Military Academy at West Point and served as an Armored Cavalry officer and helicopter pilot in the U.S. Army until he entered the financial services industry in 1995.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Master's Degree in Financial Services (MSFS). In addition to setting the strategic direction of the firm and chairing our Investment Committee, Jon specializes in estate planning (Wealth Transfer) concepts. Jon was the author of the Community Column “WealthGuards” for the Florida Times-Union, has been featured in Kiplinger, on WOKV and Fox4, the Jacksonville Business Journal, was the co-host of the call-in financial talk radio show, “Financial Feud,” and is an instructor for "The Retirement Continuum" course held bi-annually at the University of North Florida. He has also been a guest lecturer on wealth preservation topics at the Florida Coastal School of Law and on business aspects of the financial industry at large at the University of North Florida.
Mr. Castle is a former member of NAPFA and a current member of the Financial Planning Association (FPA). He grew up in Virginia, is married, and has two adult children. In his free time, Jon enjoys activities with his family, mountain hiking, running his spec Miata on a racetrack, paddleboarding, walking the beach with his wife (no, really, it’s true), and riding his Harley (whose name is Clyde). He also studies and practices the Leung Sheung lineage of Wing Chun Kung Fu. Occasionally, he hits the gym or goes running and complains about it afterward.
We founded PARAGON Wealth Strategies with the goal of creating a cost effective alternative to the abuses, conflicts of interest, inexperience, and poor levels of service that many clients report they receive at the leading Wall Street firms or retail outlets. We strive to be the optimal financial firm for clients who desire objective, holistic wealth management, without proprietary influence, delivered by a team of highly credentialed financial professionals who care about them as individuals. Professional excellence, concern, sensitivity, and diligent oversight are PARAGON’s core values.
Our Commitment to you is one of honesty and service. We have an unmatched capacity for hard work, and a down-to-earth, practical approach with pragmatic advice intended to maximize your odds of achieving your goals. We recognize that you have worked hard developing your own career; we work equally as hard developing ours. We are committed to enabling our clients to enjoy their lives while their financial affairs are managed by an independent, credentialed, objective team of professionals who can bring nearly every financial resource to the table in support of that goal.
Please Note: PARAGON does not offer HOURLY rate services or "one-off" financial plans for a one-time project fee. PARAGON Wealth Strategies provides comprehensive wealth management services - including all investment management, financial planning, tax planning, estate planning, and retirement income planning as a core offering of a comprehensive wealth management relationship.
After offering an hourly fee option in the past, and watching those clients struggle and lag behind our other clients in virtually every area of financial success, we eliminated that service option. In our opinion, the hourly model and "one-off" financial plans significantly distracts our team's focus from delivering an extraordinary service and investment experience to all clients, all the time.
Please visit PARAGON's website for a detailed discussion of service models available.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning for Life Decisions
- Retirement Income Optimization
- Investment Optimization and Cost Reduction
- Investor Coaching & Behavioral Finance
- Recession Protocol to Protect Your Investments
- Tax Planning & Tax Minimization
- Strategies to Protect Your Wealth
- Survivor, Estate, & Legacy Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- High Earners, Not Rich Yet (HENRY)
Working Together
- In-Office or Virtual Meetings
- Complimentary Initial Consultation
- Multi-Specialty Team Approach
- Highly Responsive Service Model
- Clearly Defined Fees with No Product Sales
- World-Class Technology and Ease of Access
Professional Designations & Affiliations
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Jonathan Castle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jonathan Castle is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jon Castle is a Member of the Financial Planning Association of Northeast Florida
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Jon Castle Named to Forbes Best in State Wealth Advisors List for 2021
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Jon Castle is a Featured Retirement Course Instructor for The Retirement Continuum™
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Expert Interview with Jon Castle from Paragon Wealth Strategies LLC On Wealth Enhancement for New Retirees
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Jon Castle is Quoted in the Association Press: "PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm"
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Paragon Wealth Strategies Named to Magnify Money's 8 Best Financial Advisors in Jacksonville, FL
Contact Jon Castle
Office Locations:
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10245 Centurion Pkwy N
Suite 106
Jacksonville, FL 32256
