JACKSONVILLE, FL— The managing partners of the Jacksonville financial advisory firm, Householder Group, have left Householder Group’s national franchise to establish PARAGON Wealth Strategies, LLC. Jonathan Castle CFP®, ChFC® and Michelle Ash CFP®, CDFA™, announced the transition on June 27, 2008.
Castle and Ash were both featured in the 2008 edition of Guide to America’s Top Financial Planners, a publication is presented by Washington, DC based Consumers’ Research Council of America. They hosted a local radio show, Financial Feud, which aired on AM 1010 WIOJ The Answer, and both teach retirement planning classes at local colleges throughout Jacksonville.
PARAGON Wealth Strategies, LLC, is an SEC-registered Investment Advisory Firm specializing in retirement planning, estate planning, tax planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners. Structured as a fee-only firm for investment services, PARAGON has contracted with Fidelity Institutional Wealth Services to maintain custody of client accounts. Their website is www.wealthguards.com.
