About Paladin

We started as an investor education service when our book, Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor was published by John Wiley & Sons in 2003. 

We launched a FREE investor information website, that was based on the principles in our book, in April 2004.

In the past, most of the information you needed to select the best advisor was controlled by advisors. The Internet has changed the game. Today, you can find most of the information you need on various websites, but, you have to know where to look and you have to know what you are looking at. 

We believe the more you know about advisors, the higher the probability you will select the best advisor for the right reasons.

Paladin Registry

We added a Registry of approved advisors to our website in October 2004 when investors asked us for the names of vetted financial professionals in their communities. This FREE service gives you access to hundreds of Paladlin approved advisors and documentation for their credentials, ethics, business practices, and services.

Our online Registry service is also a good place to learn more about advisors before you start your search. You can learn more about advisors, find advisors, and review their qualifications, all on one convenient, investor-friendly website.

Paladin Research

Our research team has four responsibilies:

  • Gather data from advisors by asking the right questions
  • Vetting the advisors' responses
  • Approving advisors for the Registry
  • Documenting advisors credentials, ethics, and business practices

Our research saves you time when you screen advisors and provides the information you need to select the best financial professional.

Paladin Registration

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

Our Objectivity

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 

Paladin says.....

You need facts, from a source you can trust, when you select financial advisors.

Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!