Paladin Financial

Paladin Wealth serves individual investors — including high-net-worth clients — and retirement plans, providing discretionary asset management, one-time and ongoing financial planning, and ERISA 3(21) plan advisory services. The firm manages roughly $196 million for about 494 clients and also supports client-directed accounts and third‑party reporting through outsourced platforms.

Its investment process is tailored to client goals, time horizons, and risk tolerances and draws on fundamental, technical, and cyclical analysis; portfolios are managed on a discretionary basis with regular monitoring and quarterly reviews. The firm uses third‑party solutions and model portfolios (including an outsourced portfolio program and co‑advisor model relationships) alongside traditional buy/hold, trading, and options strategies as appropriate.

Paladin Wealth is notable for several uncommon structural relationships: principals and representatives maintain affiliations with a broker‑dealer, an insurance agency, and other affiliated advisory and service entities, and the firm shares in fees from certain third‑party managers. The firm also discloses receipt of non‑cash benefits and occasional third‑party support for client events and marketing (including use of endorsements/sponsorships), arrangements the brochure identifies as potential conflicts that the firm says it manages through disclosures and procedures.