Paladin Financial

Paladin Wealth, LLC is a registered investment adviser founded in 2017 by Jeffrey Foley, who is the majority owner and Managing Member. The firm specializes in fee-based financial planning and investment management services, offering discretionary asset management, ERISA plan services, and financial planning and consulting. Clients receive tailored services based on their goals and objectives, with the firm providing periodic reviews and recommendations. Paladin Wealth does not act as a custodian of client assets and engages third-party professionals as needed. The firm's investment strategies are based on individual client goals, risk tolerance, and time horizons, utilizing fundamental, technical, and cyclical analysis methods. For asset management services, Paladin Wealth charges an annual fee of up to 1.50% of assets under management, with fees billed monthly. The firm may also engage third-party money managers, sharing in their fees. Clients have the option to terminate their accounts within a specified period without penalty. The firm discloses potential conflicts of interest, such as external compensation for the sale of securities and additional compensation received by advisors. Jeffrey Foley, a Certified Financial Planner (CFP®), brings over 25 years of financial services experience and holds various registrations and licenses. Nikki L. Foley, also a CFP®, is involved in various business activities within the firm. Both individuals have clean disciplinary records and are supervised by Jeffrey Foley, who serves as the Chief Compliance Officer. Clients can contact Jeffrey Foley for any questions or concerns regarding the firm's practices.