This advisor or firm is a vetted, documented member of the Paladin Registry.
This advisor or firm's only method of compensation is a fee -
just like you compensate other professionals and firms that you rely on for
specialized knowledge, advice, and services.
Paladin provides free information services to investors who rely
on planners and investment advisors to help them achieve their financial goals.
Paladin is the only SEC registered firm that vets, validates, and documents
the quality of financial professionals and firms (since 2003).
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Paladin Fiduciary
This advisor or firm is a vetted, documented member of the Paladin Registry.
This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry.
They are required to always put their clients' financial interests first.
Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals.
Paladin is the only SEC registered firm that vets, validates, and documents the
quality of financial professionals and firms (since 2003).
Click Here
to view Paladin's research report for this professional or firm.
We have access to independent research, sophisticated financial modeling software, and an advanced account management platform.
These tools, along with broad access to the capital markets, allow us to deliver first-rate planning and portfolio management services.
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The Paladin Registry
Paladin provides independent evaluations of financial advisors based on their credentials, ethics, and business practices.
Of the approximately 30,000 advisors Paladin has reviewed since 2004, only about 7% of them have received a 5-Star rating. The remaining 93% are turned away.
Paladin says, "The best certifications are the ones that required a lot of work and included a comprehensive examination to make sure the advisor´s acquired knowledge will help them do a better job for you. Four certifications and designations that stand-out are: CFA®, CFP®, CPA/PFS, and CIMA®."
(Please be aware that third-party ratings such as the 5-Star rating Glenn Wessel has received from the Paladin Registry cannot necessarily ensure future investment success or a higher level of investment performance.)
Chartered Financial Analyst
" The most highly regarded credential that is currently available to financial advisors." —
5 Stars
Certified Public Accountant
" The most recognized credential in the U.S." —
5 Stars
Chartered Financial Planner
" The most highly regarded financial planner designation." —
5 Stars