Why Paladin?

Every advisor you talk to claims to be a financial expert for three reasons:

  • They know it is what you want to hear
  • This undocumented claim reduces your sales resistance
  • It is difficult to check the accuracy of the claim

We know less than 25% of advisors are real financial experts. More than 75% are salesmen who masquerade as financial experts. 


Financial advisors want to influence or control your financial decisions. Their planning and investment advice impacts when you retire, how you live during retirement, and your financial security late in life.

Get the Facts

Financial advisors do not have track records that document past performance and they do not have mandatory disclosure requirements. It is your responsibility to ask the right questions and know good answers (benefit you) from bad ones (create hidden risks).

The Best Salesman

Selecting a financial advisor sounds easy. They find you. They make their sales presentations. You select the advisor you like the best. However, this process is a major source of financial risk. What if you select the advisor with the best sales skills?

The Paladin Alternative

Paladin has spent the past 12 years researching, rating, and documenting the quality of financial advisors. We know the critical differences between advisors who sound good and real financial experts.

  • You avoid low quality advisors who have superior sales skills
  • You select a top quality advisor who is a real financial expert 

Our Registry

You may already know several financial advisors. In that case, use the free information and tools on this website to determine their quality. If you don't know any top-rated advisors use our FREE Registry service to find vetted, 5-Star rated, documented advisors in your area. 

Paladin says.....

You have a choice. You can let advisors control all of the information you rely on to make your right selection decision. Or, you can select top quality advisors who have been vetted, rated, and documented by Paladin Research.


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