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Paladin Directory

You select the advisor(s) you want to talk to when you use Paladin's FREE Directory service to find vetted, 5 Star rated professionals and firms in your area.

How it Works (You)

  • Zip Code: You enter your location to find advisors in your area
  • About: You can view advisor information (credentials, ethics, business practices)
  • Compare: You can compare the qualifications of multiple advisors side-by-side 
  • Select: You select the advisor(s) you want to talk to

How it Works (Paladin)

  • Minimum Assets: We match your available assets to the advisor's minimum asset requirements
  • Services: We make sure the advisor provides the services you are seeking
  • Contact: We initiate contact with the advisor(s) for you

Or, use our FREE advisor referral service.....

We refer you to advisors who meet your specific requirements. Our FREE Advisor Referral Service takes the guesswork out of selecting a financial advisor. You do not waste time talking to the wrong advisors. You select the right advisor.