How Our Service Works

You want to interview a few advisors and select the one with the best qualifications.
 
We want to make the process easy for you!

We provide two FREE services that help you find top advisors with 5 Star quality ratings:
  • Use Our Match Service
  • Use Our Directory Service

We provide professional profiles for each advisor that document credentials, ethics, business practices, and services.

You have the facts you need to select the best advisors for interviews.

Free Matching Service

A Paladin computer program will match you to 5 Star rated advisors who work in your community.

  • You tell us your specific requirements
  • Our program matches you to advisors who meet your requirements
  • Your​ Advisor Match results are emailed the same or next business day
  • You schedule interviews with advisors
  • You select the advisor with the best qualifications

This Paladin program makes sure you are matched to the right advisors. You do not waste time talking to advisors who do not meet your specfic requirements.

Free Directory Service

You may want to select the advisors you will be interviewing. We make that easy to. All you have to do is:

  • Enter your zip code to view Directory listings for your area
  • Select the advisors you want to interview
  • You contact advisors when you are ready
  • Go to our Advisor Directory to view local advisors

Read their professional profiles before you initiate contact to make sure the advisors meet your requirements.

Verify Registry Membership

Use this FREE look-up service to validate advisors and firms are current members of the Paladin Registry.

  • Enter an advisor or firm name to determine membership status
  • Notify Paladin if you believe an advisor or firm is making a false membership claim
Book-tips

Need help finding the right financial advisor?

Read our tips.

Download your free copy!