Quick Facts

We provide FREE services and information that help you find, screen, interview, and select top quality financial advisors.

See "What We Do" to learn more about our services.

See "Who We Serve" to learn more about our users.

See "Why Paladin" to learn why we are a source you can trust.

Want to learn more about why Paladin is a source you can trust when you seek, screen, and interview financial advisors?

Read these quick facts:

  • Our first book: Who's Watching Your Money? (2003)
  • Our second book: 5 Steps for Selecting the Best Financial Advisor (2018)
  • The first generation Paladin Registry website launched in April 2004
  • We added vetted, rated financial advisors in October 2004
  • We are the only SEC registered firm that vets, rates, and documents advisor qualifications
  • We have written hundreds of eBooks and whitepapers about financial advisors ​
  • Jack Waymire, our founder, spent more than 25 years in the financial service industry before he started Paladin
  • Paladin analysts have vetted more than 9,000 financial advisors
  • We have matched more than 325,000 consumers to 5 Star rated advisors
  • 120,000 consumers have used our Directory to find the best financial advisors
  • More than 2,000,000 consumers have viewed our educational content​
Book-tips

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