Paragon Wealth Strategies
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 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.
While Scott Snider believes “the numbers tell the story”, he also understands that everything in life can benefit from the proper context. It’s that delicate balancing act that allows Scott to help his clients remain on track towards achieving their financial goals while still maintaining their desired lifestyle.
After spending nearly a decade as a financial advisor with large investment and banking institutions creating retirement plans and advising on retirement income strategies, Scott took the leap to start his own independent financial planning firm in 2016. The firm’s primary focus was to deliver comprehensive advice that went above and beyond what he could provide in the cookie-cutter world of corporate America. Specifically, Scott developed additional expertise in college funding and student debt repayment because he believes that paying for college is often our next generation’s greatest financial challenge.
As a matter of fact, Scott named his former firm after his late grandparents who helped pay for his own college education. Scott’s family-centric mindset has undoubtedly influenced and shaped the way he works with his clients. To this day, Scott puts himself in the shoes of his clients and tries to understand at a deeper level what it is they truly want from their money, and how that will enhance their family’s quality of life.
Mr. Snider is a CERTIFIED FINANCIAL PLANNERTM professional with 14 years of industry experience, is a member of NAPFA, and the president (2021) of the Financial Planning Association of Northeast Florida. He received his bachelor’s in finance from Miami University (OH), where he also minored in economics.
Scott and his wife, Emily, reside in Nocatee with their 2 girls and 2 dogs. In his spare time, you can find him out on the tennis courts or doing just about anything sports related.
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.
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.
- Investment Management
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Student Loans
- Tax Planning
- Retirees and Near Retirees
- Parents with College Bound Children
- Physicians and Attorneys with Student Debt
- Business Owners and Executives
- In-Office Meetings
- Virtual Meetings
- Complimentary 15-minute Phone Call
- No Sales
- Transparent Fees
Professional Designations & Affiliations
Scott Snider is a NAPFA-Registered Financial Advisor
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.
Scott Snider is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Scott Snider 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.
Scott Snider is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Scott Snider
10245 Centurion Pkwy N
Jacksonville, FL 32256