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Company Profile/Philosophy

The Paladini Team

Paladini Financial Management provides quality, fee-only independent financial advice for business owners and high net worth individuals, with a particular focus on the dental and healthcare industries. We offer highly customizable services spanning a complete range of financial planning needs.

The fee-only structure – along with a genuine commitment to client success – is pivotal to our long-lasting client relationships. Clients have confidence in the integrity of PFM recommendations, as they are not biased by commissions, fees, kickbacks or soft-dollar arrangements.

“Achieving financial independence through wealth accumulation does not happen by chance. Financial success is derived by implementing a disciplined and consistently monitored plan. The most successful clients are those who take an active role in the partnership formed with their financial advisor to implement the strategies designed to achieve their goals.” — Matt Paladini, President

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Guaranteed Impartiality

As an Independent Registered Investment Advisor (RIA), Paladini Financial Management does more than stand by your side. We also watch your back.

Most financial advisory firms are fee-based, as opposed to fee-only, which means their compensation consists of both fees and commissions. Other firms are commission-based, which leads to a product sales-based relationship rather than a true advisory service.

At PFM, we pride ourselves in serving our clients under a fee-for-service relationship. This structure allows us to sit on the same side of the table as our clients, objectively considering your financial options. We receive no third-party commissions, sales loads or back-end fees, which removes conflicts of interest that could potentially influence an advisor’s recommendations.

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Our Team

The Paladini Team

Matthew M. Paladini, CFP®, CIMA
Financial Advisor, Founder

Matt Paladini

Prior to founding PFM in 2006, Matt developed his financial planning skills with two fee-only planning organizations. Matt spent four+ years at the international accounting firm of Ernst & Young, LLP in the Personal Financial Counseling/Investment Advisory Services division in the Firm's tax department. At Ernst & Young, Matt provided personal financial advice to corporate executives and business owners. Areas of specialized focus at E&Y included investments, stock options, tax strategies, retirement, financial seminars and estate planning.

In 2002, Matt joined Cain Watters & Associates, focusing on personal financial planning services for self-employed individuals, primarily dentists and healthcare professionals. In addition to personal financial planning services, business valuations and practice transitions, Matt provided specialty services to the firm’s retired clients, focusing on investment management, cash flow, and tax and estate planning.

Matt received his Bachelor of Business Administration in Finance from the University of North Texas, and he is a Certified Financial Planner and Certified Investment Management Analyst.

Matt lives in Arlington with his wife Stephanie and their children Matthew, Andrew and William.

John E. Line, CPA, CFP®, CVA
Financial Advisor, Practice Transition Specialist

John Line

After more than a decade of financial planning experience, Johnny joined Paladini Financial Management in March of 2008. His exceptional technical knowledge, his commitment to independent fee-only planning and his personal commitment to client service make Johnny an integral part the PFM service team.

Johnny began his career in 1998 at the Tax Consulting Group of the international CPA firm Deloitte & Touche in Dallas. There he provided tax consulting services on the individual, corporate and partnership level before moving onto the fee-only planning firm of Cain Watters & Associates in 2001. At Cain Watters Johnny provided financial planning services and practice transition consulting to self-employed individuals, primarily dental and healthcare professionals.

Johnny received his Bachelor of Business Administration and Master of Taxation from Texas A&M University in 1997, and earned an internship with the international CPA firm of Ernst & Young in New York City. He is a Certified Public Accountant and Certified Financial Planner, as well as a Registered Investment Advisor with the state of Texas.

In addition to these qualifications, Johnny is a Certified Valuation Analyst (CVA), which is the gold standard of accreditation for business valuation professionals. The CVA guidelines set the foundation for PFM’s dental practice valuations and transition strategies.

Johnny and his wife Shelly live in Dallas with their two young children, Lydia and James.

Wendy L. Kelly
Associate Financial Planner, Portfolio Analyst

Wendy Kelly

Wendy researches investment options and implements diversified strategies that offer clients a targeted expected rate of return needed to reach financial independence, all at a level of risk that the client is willing and able to assume. She joined the PFM service team in September of 2006.

Wendy earned a Bachelors of Science in Mathematics in 2004 from Midwestern State University and a Master of Science in Quantitative Finance in 2008 from the University of Texas at Arlington. She and her husband Kris live in Arlington with their son Liam.

Crystal D. Safley
Administrative and Client Coordinator

Crystal Safley

Crystal joined the PFM service team in May of 2010 after moving to Texas from Missouri. She has a diverse background in legal, investigative and management services, and is responsible for the administrative support of PFM clients.

     

Crystal and her husband Rob live in Azle, Texas, with their children Avery and Savana.