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WELCOME TO PALADIN WEALTH ADVISORS

A paladin is a trusted leader, champion of a cause, advocate, and protector. These characteristics are the principals that guide us as a firm.

Our registered and experienced financial advisors are committed to help you navigate the complexities of saving and investing for your specific cause. Whether your goal is building wealth for retirement income, starting a family and buying a home, financing educational expenses, or making sure your estate is well-positioned to care for future generations, we have the experience to turn these goals into a reality. 

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Resources to help you stay informed.

With so much information online, it can be overwhelming and confusing to know where to start. We offer relevant videos, presentations, and articles on the topics that matter most to you.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Financial Planning

Financial Planning

Learn more about the concepts and strategies of saving and investing for your future.

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Legacy Planning

Legacy Planning

Discover what you need to know when preparing your estate for future generations and charitable organizations.

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Retirement

Retirement

See what to consider while accumulating money to help fund your retirement.

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Risk Management

Risk Management

Stay informed about different types of risks and strategies to help protect your savings.

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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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