This free Paladin service connects you to vetted financial planners and advisors in your community.

Looking for a financial expert? Want answers to financial questions? We have been referring investors to vetted, rated financial advisors and firms since 2003.

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

Currently seeking a top quality financial advisor? Our referrals are based on your specific requirements.

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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.