About Paladin

We started as an investor education service when our book, Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, was published by John Wiley & Sons in 2003.

Investor Education

We launched an investor education website in April 2004 that was based on the 17 Principles in our book. The content on our website (www.PaladinRegistry.com) taught investors how to find, research, and select the best financial advisors.

In a matter of weeks, we began receiving investor requests for referrals to advisors who had been vetted, validated, and documented by Paladin’s research department. This demand caused us to add a Registry service that connected investors to top quality financial advisors in their communities.

Paladin Research & Registry

Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial advisors and firms.

Paladin Registry is Paladin’s lead generation service. We produce and process leads for members of the Registry.

Paladin Digital Marketing

We added Custom Website Development and Inbound Marketing Services when Registry members said they wanted more Internet visibility, more traffic to their websites, and websites that converted traffic into qualified leads.

Paladin Consulting

We added consulting services when RIAs and IARs asked us to develop digital marketing strategies that helped them increase clients, assets, and revenues.



Learn more about Paladin Digital Marketing's services for RIAs.