142 Spanish Moss Cv
Paladin Wealth Advisors is an independent financial services firm located in Driftwood, TX. We are aligned with one of the leading* independent broker-dealers in the U.S., LPL Financial. With the Commitment and expertise of LPL supporting Paladin, we provide our clients with the best of both worlds. We bring the resources of the largest firm in the financial industry with the one on one personal service feel of a local business.
Our clients include individuals who are entering, or in the middle of retirement, couples starting families and saving for educational expenses and young professionals who are in the early stages of their careers
Whatever life stage you are in, we have the experience and resources to help you build wealth and be prepared for what comes next.
*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
Our mission is to build lasting relationships with our clients and guide them toward financial independence to enrich their lives and become the foundation of their legacy for future generations.
We achieve our mission using a holistic approach to create tailored, professional strategies that factor in our clients’ current financial position, their unique long- and short-term goals, and comfort with risk.
You can be assured that we always put your needs ahead of our own.
We will guide you through the process with care and attention to risk.
Honesty is the foundation of all our interactions with you.
We will never take an action without your knowledge and input.