Paladini Financial does more than stand by your side.
We also watch your back.
“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.”
Serving Your Best Interest
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 on 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.
Who Are We?
Choosing the right financial advisor is a big decision. You need experience, skill, and a genuine commitment to your success. We offer fee-only financial advisory services for business owners and high net worth individuals, specializing in dentistry and healthcare.
Company Philosophy
We offer highly customizable services spanning a complete range of financial planning needs. Our 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.
