Paragon Wealth Strategies
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 management, financial 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
- Retirees and Near Retirees
- Business Owners
- Corporate Executives
- High Net Worth Individuals and Families
- Physicians and Medical
- 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.
Scott Snider is the President of the Board of Directors for the Financial Planning Association of Northeast Florida
Scott Snider is Mentioned in the Associated Press: "PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm"
Scott Snider is Quoted on Money: "Should You Keep Paying Your Student Loans Even If They Might Get Forgiven?"
Scott Snider Can Be Heard on Van Wie Financial Hour: "Paying for College Shouldn't Require a College Education"
Scott Snider is Quoted on Time.com / Money: "The New Graduate’s Guide to Finding a Job, Paying Off Loans, and Saving Money in the Age of Coronavirus"
Scott Snider is Quoted on Medscape: "Where Did All My Money Go? Financial Tips for Young Doctors"
Scott Snider is Quoted in InvestmentNews: "College costs can sink parents, too"
Scott Snider is Quoted in The Washington Post: "Should parents pay off $200,000 in law school loans for a son who ended up in rehab?"
Scott Snider, "Raising Your Financial Planning Fees" on the XY Planning Network Blog
Scott Snider is Quoted in MarketWatch: "Meet the rare investment adviser who still picks stocks for his clients"
Scott Snider is Quoted in Financial Advisor Magazine: "Becoming Indispensable To Clients With Disaster Planning"
Scott Snider is Quoted on Nasdaq.com: "How to Use Financial Rules of Thumb"
Scott Snider is Quoted in US News and World Report: "How to Retire Without $1 Million in a 401(k)"
Scott Snider is quoted in Investor's Business Daily: "Millennials Adopt Collaborative Model With Competitors"
Contact Scott Snider
10245 Centurion Pkwy N
Jacksonville, FL 32256