Paragon Wealth Strategies

Paragon Wealth Strategies

Paragon Wealth Strategies was founded in Jacksonville in 2004 and was later acquired by Mercer Advisors, a national registered investment adviser. The firm maintains its boutique identity and local Ponte Vedra Beach office while drawing on the centralized resources, specialized personnel, and risk-mitigation infrastructure of a much larger organization. Jenn King leads the local advisory team, which is deeply embedded in Northeast Florida's professional community. The practice delivers wealth management through what it describes as a family-office structure, integrating financial planning, portfolio construction, tax strategy, estate planning, and insurance brokerage. A defining concentration is managing equity compensation: the team shows explicit familiarity with restricted stock units, stock options, and concentrated positions at Jacksonville-anchored employers. Named corporate ties on its website include Johnson & Johnson, CSX, and Landstar Systems. On the healthcare side, the firm advertises deep experience advising physicians, nurses, and executives at Mayo Clinic and Baptist Health. Asset-class or fund-level deployment details are not publicly disclosed. Scale metrics such as total firm AUM, client count, or dedicated investment headcount are absent from available materials. The parent, Mercer Advisors, provides national backing; the Paragon unit itself functions as a local office embedded within that structure. Recent community sponsorship activity — including presenting sponsorship of the YMCA's Miles of Strength 5K and Black Diamond sponsorship of the Jacksonville Women Lawyers Association — reinforces a relationship-driven, geographically concentrated client strategy rather than a national institutional push. Paragon's structural differentiator is its dual posture: a boutique advisory firm retaining local branding, community ties, and a specialized executive-compensation niche while operating within the compliance and operational framework of a large-scale RIA acquirer. This creates an unusual succession and governance structure where client relationships sit with locally named advisors, but the investment committee, platform, and fiduciary umbrella are provided by the parent.