FREE Paladin service matches you to a limited number of 5 Star rated financial advisors in your community.

We gather advisor data, check compliance records, rate credentials, and publish professional profiles. You select the advisor with the best qualifications, not the best sales pitch.

How it Works

  • We ask key questions that impact advisor competence and ethics
  • We document advisor responses so you have a permanent record
  • We provide a FREE tool that displays advisor responses side-by-side

Why Paladin?

  • We have helped investors select high quality advisors since 2003
  • We have researched more than 30,000 financial advisors
  • We have provided information services to more than 1.4 million investors