About Us

We provide free information and services to investors who rely on financial advisors to help them achieve their financial goals.

Our goal is to help you make informed decisions that are not impacted by the sales skills of financial advisors.

We provide the facts you need to select the best financial advisors.

Since 2003

We have provided information services to investors since 2003.

Our Book

We wrote the book on how to research financial advisors and firms. Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor was published by John Wiley & Sons in 2003.

SEC Registration

We are the only SEC registered firm that reviews and documents financial advisor credentials, ethics, business practices, and services.

Independence

We are an independent information services firm, not a financial services firm.

  • We do not provide any type of financial, tax, or legal advice 
  • No financial professional or firm is affiiated with Paladin
  • No financial professional or firm has an equity interest in Paladin 

A Tip From Paladin.....

You need facts, from a source you can trust, to select the best financial advisor.

Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!