Read our newest book.
Leverage the power of the Internet to research and find the right financial advisor for your specific needs.
Interview top quality financial advisors who meet your requirements.
Our FREE service matches you to pre-screened financial fiduciaries with the best qualifications.
Your Information is Safe and Secure
We have connected investors to
financial fiduciaries
(Planners, Advisors, Managers)
since 2004.
Why should you hire a financial fiduciary?
Your Best Interests
Fiduciaries are required to put your financial interests first. Their need to make money comes second. Non-fiduciaries do not have this requirement.
What About the Paladin Registry?
All of the advisors and firms who are profiled in the Registry are financial fiduciaries.
Trust
Financial fiduciaries are held to higher ethical standards. Non-fiduciaries are held to lower ethical standards.
Your Contact Information
We use your contact data to connect you to the right financial advisors. No other person or firm will have access to this data.
Pre-Interview Calls
Advisors will use your information to contact you to conduct the pre-interview.
You
select advisors for in-depth interviews.
Free Guide
Our Free Guide will help you select the best financial advisor
Download Your FREE Copy!
no registration required
We post new blog articles about financial advisors every week.
Stay informed about issues that impact you and your relationships with financial advisors. The more you know, the better prepared you are to protect your financial interests. You won’t find this information anywhere else.
Ready to start interviewing financial advisors?
- Our proprietary program connects you to the right financial advisors.
- We validate and document advisor credentials, ethics, and business practices for you.
- You select the advisors you want to interview.
x
SET YOURSELF UP
Trusted by millions of
SET YOURSELF UP
FOR FINANCIAL SUCCESS.
Compare and interview vetted financial advisors
that meet your needs and are ready to help you.
A lot can be achieved via phone or video calls.
NO MATCH FEE. NO OBLIGATION TO HIRE.
Trusted by millions of
consumers since 2004
Completely Private and Confidential
