About Paladin

Paladin provides information and search services to investors who depend on planners and advisors to achieve their financial goals. Paladin is NOT not a planning, investment, or insurance company. NO financial advisor is employed by, licensed by, or affiliated with Paladin. NO financial advisor or firm has an ownership interest in Paladin. Paladin is NOT licensed to sell any financial services or products. All six Paladin services are free to investors:

  • PRE-SCREENING financial professionals before they are profiled in the Registry
  • RATING the qualifications of advisors and profiling those with five star quality ratings
  • DOCUMENTING advisor responses to questions about their competence and ethics
  • CERTIFYING the accuracy of key information in advisor profiles (See FADD certification)
  • EDUCATING investors about selecting advisors and investment principles
  • SEARCH services that match investors to pre-screened, five star rated advisors

Services Since 2003
Paladin has provided free investor education services since 2003 when a co-founder's book, Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, was first published. Paladin added a Registry of pre-screened financial planners and advisors in 2004. 

No other website provides this combination of free public services. 

Find an Advisor
Start your own search for a Five Star rated advisor in your community.
Zip Code:
Paladin Registry
5-Star
Help
 
 
Who's Watching Your Money
Paladin's co-founder is the author of this highly regarded book that helps investors select five star quality financial advisors. More...