Scott Snider


Paragon Wealth Strategies


I can work with clients anywhere!

Scott Snider


Paragon Wealth Strategies


As a Jacksonville fee-only financial planner, I help people optimize their retirement, manage their taxes efficiently, and protect their wealth with our recession defense investment strategy - which seeks to avoid being invested in the stock market during recessions. - Scott Snider, RICP®, CFP®

Our job is to make your job... optional.

Scott Snider is a Jacksonville, FL fee-only financial advisor.  He is a partner in Paragon Wealth Strategies, a wealth managementfinancial planning and investment advisory services firm that helps individuals, families, corporate executives, and business owners grow their assets for retirement, protect their assets during retirement, and minimize their taxes throughout.

Scott 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?

After spending nearly a decade as a financial advisor with large investment and banking institutions creating financial plans and advising on retirement income strategies, Scott Snider took the leap to start his own independent financial planning firm in 2016. For 4 years, he grew a successful advisory firm, then in 2020 Scott and his business partner merged with PARAGON. As an entrepreneur with bigger goals in mind, Scott seized the opportunity to partner with a firm whose mission is to be an industry leader in the retirement planning profession.

Mr. Snider is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience, is a member of the National Association of Personal Financial Advisors (NAPFA), and a 5-year board member and the former president (2021) of the Financial Planning Association of Northeast Florida. Scott also holds the following designations and certifications:

  • RICP™: Retirement Income Certified Professional designation
  • CRPC®: Chartered Retirement Planning Counselor

He received his bachelor’s in finance from Miami University (OH) and minored in economics. Additionally, Scott has been a featured expert in such publications as Market Watch, Investment News, Money Magazine, and The Washington Post.

Scott Snider is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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.

PARAGON Wealth Strategies was founded 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.


  • Investment Management
  • Comprehensive Wealth Management
  • Retirement Income Planning
  • Executive Stock Options
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners
  • Corporate Executives
  • High Net Worth Individuals and Families
  • Physicians and Medical

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Complimentary 15-minute Phone Call
  • No Sales
  • Transparent Fees

Professional Designations & Affiliations

Contact Scott Snider

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Office Locations:

  • 10245 Centurion Pkwy N
    Suite 106
    Jacksonville, FL 32256

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