Michelle Ash

RICP®, CASL®, CFP®

Paragon Wealth Strategies, LLC

Managing Partner and Chief Operations Officer

Michelle Ash

RICP®, CASL®, CFP®

Paragon Wealth Strategies, LLC

Managing Partner and Chief Operations Officer

I believe a holistic approach helps clients plan and live their dreams. In fact, it is critical to optimal success. - Michelle Ash, RICP®, CASL®, CFP®

(904) 861-0093

OUR Job is to make YOUR Job... OPTIONAL!

Michelle Ash, Managing Partner and Chief Operations Officer of PARAGON Wealth Strategies, believes using a holistic approach to helping clients plan and live their dreams is critical to optimal success.  The better she can help a client mesh their life dreams with their finances, the more successful and fulfilling their retirement journey will be.  Critical to a client's success is the integration of planning to address some of retirees' greatest worries: health care and its expenses, long term care and longevity concerns, and the many unforeseen events that may occur in retirement.  Ms. Ash specializes in retirement planning, comprehensive wealth management, and specialized planning issues including income and withdrawal planning techniques, retiree healthcare decisions, Medicare integration, social security maximization, and multi-year tax strategies.

When not working with clients, Ms. Ash has conducted educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007.  She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, and co-hosted the radio show "Financial Feud".  She is a CERTIFIED FINANCIAL PLANNER™ professional, and has been awarded two advanced designations beyond the CFP curriculum - the Retirement Income Chartered Professional (RICP™) designation, and the Chartered Advisor for Senior Living (CASL®) designation from The American College.  Michelle is a 1995 graduate from the University of Louisville in Kentucky, receiving Magna Cum Laude accolades.  She began her career in financial planning in 1998.  Ms. Ash is a member of the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners.  In 2018, Michelle serves as President of the Financial Planning Association (FPA) of Northeast Florida. 

In her free time, Michelle enjoys spending time with her husband, and ocean stand-up paddleboarding. Currently Michelle is also pursuing her Master of Science degree in Financial Services.

View full disclosure about Michelle's licensing, employment history, credentials, and professional conduct at Brightscope.com.    

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Advisory Services Provided by Paragon Wealth Strategies, LLC, a registered investment adviser.

As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. 

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.

Michelle Ash is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 and 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 of 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

Contact Michelle Ash

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Office Locations:

  • 10245 Centurion Pkwy N, Suite 105
    Jacksonville, FL 32256

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