Paladin provides information services to investors who are replacing current financial planners, advisors, or money managers or are selecting financial professionals for the first time. Since 2003, hundreds of thousands of investors have used the Registry to help them screen, evaluate, and select competent, ethical professionals who can help them achieve their financial goals. Conversely, they have also used the Registry to reduce their risk of selecting incompetent or unethical advisors.
Advisors know what investors want to hear. They know how to make themselves sound like knowledgeable, ethical experts. They claim they produce exceptional results. An investor's best defense against omitted information, misrepresentation, exaggerated claims, and unlicensed advisors is our FADD (Financial Advisor Due Diligence) background check service that documents key information that impacts advisor competence, ethics, and business practices.
All advisors "sound" good. Most advisors are likeable. But, are they competent and ethical? We rate the quality of advisor credentials, ethics, and business practices from one to five stars. Then we profile professionals who achieve five star quality ratings because investors have told us they do not want to talk to advisors with lower quality ratings.
You can accept information in sales pitches or you can require documentation for advisor claims that impact their competence, ethics, and business practices. We provide online documentation for advisors' expertise, ethics, business practices, and financial services. This information helps investors select advisors with the best qualifications and reduces their risk of selecting advisors with the best sales pitches.
Paladin provides a free, personalized match service that connects investors to "local" professionals who have received the Registry's five star quality rating. Our match service also helps investors avoid lower quality advisors who make false claims about their expertise and ethics.
All Paladin services are FREE to investors except background checks for advisors who are not profiled in the Registry.
