FREE Paladin service matches you to vetted, documented financial advisors in your community.

We ask advisors the right questions for you. We research public data to vet their responses. We document credentials, ethics, business practices, and services. You select the best advisor.

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

Your responses to two quick questions will help us match you to the right financial advisors.

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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.

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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 your specific requirements
  • We match you to advisors who meet your requirements
  • We email your results the same business day

Why Paladin?

  • Our service is FREE; we have nothing to sell you
  • We provide facts about financial advisors; not investment advice
  • You make the right decision when you have the facts

Why Use the Registry

  • How does Paladin help me select the best advisor?
    Advisors must be 5 Star rated to be listed in the Registry.
  • How does an advisor achieve a 5 Star quality rating?
    Advisors must score in the 90th percentile or higher (credentials, ethics, business practices).
  • What types of professionals are profiled in Paladin's Registry?
    Financial planners, investment advisors, and money managers.