Our Services

My first priority for our clients is that they have a financial plan to confidently navigate their retirement.

Financial Planning & Wealth Management Advisors

Planning for your financial future isn’t something to be taken lightly; if you want to be financially secure in retirement…

Financial Advising & Planning

At Paladin Retirement Advisors, we’re working hard to create a new kind of retirement planning experience…

Welcome to

Paladin Retirement Advisors!

We’re financial consultants who serve the greater Philadelphia area including Bucks County, New Hope, Warminster, and Newtown, PA.  I’m Jeff Beyer, owner and primary financial advisor for Paladin. I have been in the financial services industry since 1999 and have been serving the community in our current location since 2009.

At Paladin Retirement Advisors, our people are our main priority and we pride ourselves on providing amazing service.  I strongly believe in what I do and we take a vested interest in the success of our clients. Our goal is to help you prepare a simplified retirement planning road map to provide clarity and confidence for the future.  As a Social Security expert, I can provide you with sound advice and a full Social Security analysis for your retirement future. I want to change the way you think about wealth advisors!

Because I am an independent financial advisor, I am able to offer a wide range of services and concepts, allowing me to work in the best interest of my clients as their financial planning needs change over time.  Additionally, I work with both individuals and small businesses from a wide variety of circumstances, stages of life and financial situations – my goal is to be your financial advisor and coach for life!

Our

Mission

Paladin Retirement Advisors is a different kind of retirement planning company.  Many financial planners offer a one-size-fits-all approach to financial management without any consideration for the widely varying sets of circumstances and situations that should dictate these decisions.  Retirement planning should be about more than just collecting the biggest fees and commissions for your financial advisor; it should be about making decisions that benefit you, the client, at all times. Unlike some other wealth management firms and wealth advisors, you can trust us to make sound financial management decisions on your behalf and ensure you’re always informed throughout the entire process.  For financial management that’s focused on you, instead of on your financial planners, Paladin Retirement Advisors is the right retirement planners for anyone in the greater Philadelphia area, including Bucks County, Warminster, and New Hope.

Call us today at (215) 860-3101 to learn more about our financial planning process.  It’s the first step in achieving your asset management goals and the first step towards securing a sound financial future for yourself and your family.  First, you’ll fill out our asset management questionnaire to the best of your ability. This is how our retirement planners and wealth advisors will find out everything they need to know about your financial planning goals and your situation.  Next, you can schedule your complimentary discovery consultation where you’ll meet with one of our retirement planners and tell them more about yourself. Unlike some wealth management firms, we won’t pressure you at this meeting; our retirement planners will simply be there to answer any questions or concerns you may have so you can guide your future retirement planning decisions with confidence.

Services
Services
1

Financial Planning & Wealth Management Advisors

Planning for your financial future isn’t something to be taken lightly; if you want to be financially secure in retirement, you’ll need...

Services
Services
2

Financial Advising & Planning

At Paladin Retirement Advisors, we’re working hard to create a new kind of retirement planning experience for residents of...

Resources
Resource
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Economic Update

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Our Resources

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After this meeting, our financial planners will review your information and identify any areas where we can add value to your financial management situation.  This includes a full Social Security analysis from a qualified Social Security expert. Next, you can schedule one additional free, no-pressure consultation during which our financial planners will explain their findings in terms you can easily understand.  We’ll suggest a number of specific financial management services that could be beneficial for you and you’ll have the opportunity to ask any questions you may have and get them answered by one of our highly-qualified retirement planners.

You’ll face no pressure to retain our asset management services at any point during this process; we cannot emphasize that enough.  We know many people have had bad experiences with wealth management firms and we want to do everything we can to create a different type of experience for our clients.  When your final complimentary consultation is finished, you’ll have the choice to engage our asset management services, or you can decide to go in a different direction.  Either way, we’re happy to have assisted you in developing a better understanding of financial management principles that can help you as you deal with wealth advisors in the future.  Because of the comfortable experience our financial consultants create, we’re confident that you’ll choose us for all your asset management needs. And if you don’t, you will receive no charges for any of the services provided up to that point.

At Paladin Retirement Advisors, we want to change the way you think about financial consultants.  Call us today to find out how you can get the process started and schedule your first no-pressure asset management meeting with a financial advisor who’s looking out for your best interests.  Picking up the phone is the first step to your full financial analysis including a Social Security analysis from a financial advisor who’s a Social Security expert. Don’t settle for other wealth advisors who are just looking out for their own wallets; Call Paladin Retirement Advisors, the financial consultants who want what’s best for you.  Whether you live in Philadelphia, Bucks County locations including Doylestown, or even Montgomery County PA, call (215) 860-3101 today to speak to a financial advisor.

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 Help?

  • Contact our customer support team if you have any questions.
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Investment advisory services offered only through AE Wealth Management, LLC (AEWM). AEWM and Paladin Retirement Advisors are not affiliated companies.