About Paladin

Now that you have found Paladin Registry, you have four alternatives when you select a professional who will influence or control your financial decisions:

• You can accept the content of advisor sales pitches as complete and accurate without any validation
• You can validate the accuracy of advisor sales claims and information yourself
• You can use Paladin's background check services to validate information for advisors who are not profiled in the Registry
• You can select a pre-screened, rated, documented advisor who is profiled in the Registry 

Paladin provides information-based services to investors who rely on planners and advisors to help them achieve their financial goals. Our services include advisor background checks, advisor quality ratings, online documentation, and a service that matches investors to local, pre-screened professionals who achieved our highest quality rating (five stars).

Longevity

Paladin has been researching the relationships between investors and financial advisors since 2000 and providing information and services to investors since 2003. Jack Waymire, Paladin's founder, spent 28 years in the financial services industry and authored: "Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor", a widely acclaimed book that teaches investors how to select advisors with the best qualifications. 

Independence

Paladin is not licensed to sell any financial services or products. No Paladin employee holds any investment or insurance licenses. No financial advisor is employed by, licensed by, or affiliated with Paladin. No financial advisor or firm has an ownership stake in Paladin.

Background Checks & Validations

A high percentage of financial advisors omit, misrepresent, and exaggerate information to gain control of your assets. They have everything to gain and nothing to lose when they use decpetive sales tactics. Blind acceptance of advisor sales claims increases your risk of selecting advisors with the best sales skills. Our services help you select the advisors with the best qualifications.  

Specialized Expertise

We have spent 10 years developing the proprietary methodologies we use to screen and rate the quality of financial planners, investment advisors, and money managers. 

Pre-Screened Professionals

You use a free Registry service to find pre-screened, five star rated advisors in your community and to view online Registry documentation for the professionals' credentials, ethics, business practices, and services. Our review process starts with seven minimum requirements. Advisors must:

• Be Registered Investment Advisors or Investment Advisor Representatives 
• Acknowledge they are fiduciaries when they provide financial advice and services
• Be compensated with fees for their knowledge and services
• Have clean compliance and criminal records
• Have at least five years of financial services experience (Registry average is 16)
• Have college degrees, industry certifications, and/or substantial years of experience 
• Provide an array of wealth related services