Broker Check

Paladin Registry 

Why We Affiliate With The Paladin Registry

Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement.  Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner.  Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.

Benefits of using a Paladin Registry 5-Star Advisor

Benefits of using a Paladin Registry 5-Star Advisor

  • Advisors are vetted and rated
  • Paladin Registry is the only SEC registered firm that vets, rates and documents advisor qualifications
  • Paladin Registry has written hundreds of eBooks and whitepapers about financial advisors
  • Paladin Registry founder Jack Waymire spent more than 25 years in the financial services industry before he started Paladin.
  • Paladin analyst have vetted more than 9,000 financial advisors
  • Paladin has matched more than 325,000 consumers to 5 Star rated advisors
  • More than 2,000,000 consumers have viewed Paladin educational content

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3 Pillars


With over 50 years of combined experience, we have helped clients navigate many types of market conditions. There is a good chance we have seen a situation like yours and can draw from our experiences to help you reach your goals.


We believe in fully disclosing all fees and cost associated with your accounts before engaging in a working relationship. We also fully disclose what type of service you can expect, how often you will hear from us and the best ways to reach us for service on your accounts.


We always put your best interest first and adhere to the fiduciary standard. Satisfying each of our client's primary financial planning needs is our top priority.