Paladin Registry

"Paladin supplies the most detailed biographies of any of the sites we reviewed, all in a quick reference format that makes for easy comparisons. In addition to the advisor's contact info, specialities and certifications, it details their fee structures, tells you how many years of experience they have, and outlines their investment philosophy in a simple yes-or-no, Q&A format." Awarded Four-Stars by Kiplinger.com, December, 2004

Are you seeking a pre-screened, Five Star rated financial planner?

Paladin Registry is a free public service that connects investors to competent, ethical financial planners in their

communities. Plus, we provide online documentation for

their credentials, ethics, business practices and

services.

How our search service works:

	Tell us the services you need so we know which type of financial planner you are seeking.
	We search the Registry for professionals in your community who meet your requirements.
	We send you an email with the results and a link to online documentation that describes the financial planner’s credentials, ethics, business practices and services.

Start your search for a local Five Star rated financial planner now! Our free service is free, fast, secure and confidential.

What financial services do you need? Check all that apply:

•

Planning Services

	Financial		Retirement		Estate
	College		Tax		Plan Review

•

Investment Services

	Investment Advice		Money Management
	Portfolio Review

•

Additional Services

	Credit Counseling		Debt Consolidation
	Other Services:

We need two estimates. We use the financial information to match you to the advisors’ minimum client requirements.


Approximate Net Worth		Estimated Available Assets

Please provide your contact information so we can send you the results of your search.

First Name:

Last Name:

Zip code

Telephone:

Best Time to Call:

Comments that will help us find the best planner for you:

By using our advisor search service you are agreeing to be bound by our Terms of Service document.

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About Us

Frequent Questions

Why Use Registry Services?

Are You an Advisor?

Paladin Registry was established in 2003 to help investors select high quality financial professionals in their communities.

•	Privacy & Security
•	Cost & Obligation
•	Advisor Review Process
•	Bad Financial Advice

•	Three Services
•	Complete Objectivity
•	Same Day Results
•	Online Documentation

We are seeking America’s best financial advisors so we can profile them in the Paladin Registry.

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» See if you qualify!