Finding the Best Financial Advice

It is difficult for many investors to find the best financial planning help in their area.  For instance, in an area like Philadelphia, there is the option between a Philadelphia certified financial planner, a New Jersey wealth management firm, an NJ financial planner, or simply a financial planning guide.  With all of these options everywhere in the United States, some type of ranking system is needed so that investors can see who the best advisors are.

“ To avoid a lot of the confusion, Jack Waymire, an individual with 28 years of experience in the financial services industry created the Paladin Registry (PaladinRegistry.com).

While the web site was initially created to provide a byproduct to the advice book Waymire wrote in 2003 (titled “Who’s Watching Your Money?”), Paladin has since expanded to become the number one source for financial advisors nationwide.

The Paladin Registry lists around 1,000 “5-star” financial advisors. According to Waymire, the registry has screened over 16,000 advisors, and selected only 1,000 from that list. Since only 7% of the financial advisors made the cut, Waymire suggests that the Paladin Registry is by far the most detailed, accurate, and informative financial advisor source on the web.

The registry was created to provide additional information to investors and an objective source for finding the appropriate financial advisor. The web site is strictly third party and entirely objective, because the site does not hold any licenses allowing them sell investments or insurance products.

Best of all, the registry is completely free of charge and offers completely objectionable decisions on what advisors will provide the individual with the best investment advice.

Waymire created the site to sway individual investors from making poor subjective decisions about their investor.

When searching for a competent financial advisor, most investors only ask for two things. First off, a financial advisor which sports strong credentials and secondly a financial advisor that is trustworthy.

The Paladin Registry’s goal is to break down and analyze those two sought after traits. Because the public does not have access to a lot of that information, the registry is exclusive and premium in the information offered.”

Utilizing this registry is in any investor’s best interests.  It is one of the best and most effective ways to find a financial advisor, and it certainly will pay dividends to any portfolio if used as opposed to just using the public view of a certain wealth management firm.

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Posted by Jay McGrath | Leave a comment