Mission Statement
Paladin Partners exists to support individuals, families, and closely held family enterprises with the individual attention and expertise required to prudently manage their finances. Objectivity and dedication to client interests will be incorporated into all that we do. Our goal is to improve the financial position of each client by providing measurable value that exceeds the cost of our services.
Philosophy
The purpose of wealth is to provide security, and then the freedom to spend time according to one's own desires and designs. Financial goals, therefore, are intrinsically unique. The achievement of financial goals and objectives involves navigating a "sea" of variables. The process of reaching financial goals is, therefore, inherently complex. The prudent management of finances requires the optimization of all financial resources including assets, liabilities, income, and expense. The purpose for accumulating wealth may be of a qualitative nature, but valid financial goals are quantifiable, and measurable. Objective professional advice which is tailored to the unique needs of each client and a written plan are essential. Objective advice is arm's length advice (where the adviser has no direct monetary or personal interest in a decision). It is our conviction that objectivity and product advocacy paid for by the product vendor are fundamentally incompatible. Paladin will position itself to serve only its client's interest by only accepting compensation directly from its clients. Paladin is defined in the dictionary as "a strong supporter of a cause; a heroic champion; any of the "12 knights of Charlemagne". The client's cause is Paladin Partners' cause, Paladin Partners is the client's champion.