About Paladin Registry

 

Choosing the right financial advisor is a critical decision because they influence or control planning and investment decisions. Their results may impact when you retire, how you live during retirement, and your financial security late in life when you need it the most.

Due Diligence is the review process "prudent" investors use to evaluate the quality of financial advisors before they follow their recommendations, invest their assets, or sign a contract.

Why Paladin Registry?

We are a fast, easy way to find, evaluate, and select pre-screened financial advisors. We gather comprehensive data that we use to review financial advisors' credentials, ethics, and business practices. Then we document our findings in online reports. You select the advisor with the best qualifications.

Our Background

  • We have provided free information and services to investors since 2003
  • Our founder is the author of the highly regarded book Who's Watching Your Money?
  • We have reviewed the qualifications of more than 26,500 planners, advisors, and financial representatives
  • Hundreds of thousands of investors have used our services and information to help them find, evaluate, and select the best financial professionals in their communities

Our Independence

  • We are an information services company not a financial services company
  • No financial advisor is employed by, licensed by, or affiliated with Paladin
  • Paladin is not licensed to sell any financial services or products
  • No financial advisor or firm has an ownership stake in Paladin
  • Paladin is 100% owned by professionals who are active in its business 

Our Expertise

  • We wrote the book on how to select higher quality financial planners and financial advisors
  • We know the right questions to ask when we gather advisor background data
  • We review advisor responses
  • We determine who is listed in the Registry 
  • We produce reports that document advisor credentials, ethics, and business practices

You select the advisor with the best qualifications, not the best sales pitch. 

For Investors

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