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.

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.

Paladin Registry

A few weeks after the launch of our website, we began receiving investor requests for referrals to advisors who had been vetted and documented by Paladin. This demand caused us to roll-out a new version of our website that included a Registry of 360 vetted financial advisors.

PaladinRegistry.com became the website that connected hundreds of thousands of investors to advisors who had been approved by Paladin Research.

Paladin Research

Paladin is the only SEC registered firm that vets and documents the credentials, ethics, and business practices of financial advisors.

Paladin Research is responsible for vetting advisors and approving who is listed in our Registry of Financial Professionals.

Paladin Digital Marketing

We added digital marketing services when members of our Registry wanted more productivity from the Internet and their websites. Today, Paladin provides a menu of bundled and unbundled digital marketing services that improve Internet visibility, increase traffic to advisor websites, and produce custom websites that convert traffic into leads.

Paladin Virtual Consulting

How would you like to talk to an Inbound Marketing specialist who has spent the past 14 years producing more than 300,000 qualified leads for financial advisors? Welcome to Paladin Consulting. We help advisors develop strategies that create competitive advantage when they market their services on the Internet.

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