This FREE Paladin service will match you to 5-Star rated financial planners and financial advisors.

We have helped thousands of investors find, research, and interview top quality financial advisors since 2003. Use our FREE match service to interview top quality financial advisors.

We have helped investors interview 5 Star rated financial advisors since 2003.
Jack Waymire, Paladin Founder
Author: Who's Watching Your Money?

Do you want to interview financial planners, financial advisors or both?

Privacy Policy & Terms of Service

Read our strict Privacy Policy that describes how we protect your information. By using Paladin services you are agreeing to be bound by the terms and conditions in our Terms of Service.

How it Works

  • Tell us the type(s) of advisors you are seeking.
  • We match you to the right advisors
  • We email you the results on the same business day

Why Paladin?

  • Our service is Free; we have nothing to sell you
  • We vet and document advisor qualifications for you
  • You interview competent, ethical advisors

Why Use the Registry

  • How does Paladin help me select the best advisor? Advisors must achieve 5 Star ratings to be listed in our Registry.

  • How does an advisor achieve a 5 Star quality rating? They must score in the 90th percentile or higher (credentials, ethics, business practices).

  • What types of professionals are profiled in Paladin's Registry? Financial planners, financial advisors, and investment advisors.