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Employers
Unique retirement plans and expert financial advice for you and your employees.
Employees
Sign up under your employer's 401k, 403(b) or 457(b) retirement plan and gain access to our expert financial advice.
Individuals
We work with individuals to discover the retirement plan and wealth management strategy that's best for you.

Holistic Financial Planning
Paladin Advisor Group is a PlanMember Financial Center specializing in empowering individuals to develop sound retirement strategies. Offering solutions for early, middle and late stages of your career, our advisors work closely alongside you to champion your financial life in the form of:
Webinars
Virtual learning is part of our "new normal." The advisors here at Paladin Advisor Group have worked hard at turning in-person seminars into virtual webinars for anyone to access, anytime.
Debt Management
This webinar will get you started on reducing debt with helpful budgeting tips, calculators and tools.
Life Stage - Early to Mid Career
Watch Time | 17:31
Webinars
Virtual learning is part of our "new normal," The advisors here at Paladin Advisor Group have worked hard at turning in-person seminars into virtual webinars, for anyone to access, anytime.
Your Roadmap to Retirement
You'll learn about the value of a retirement plan analysis by following along in Lisa's journey to retirement.
Life Stage - Early to Mid Career
Watch Time | 23:02
Webinars
Virtual learning is part of our "new normal," The advisors here at Paladin Advisor Group have worked hard at turning in-person seminars into virtual webinars, for anyone to access, anytime.
7 Roadblocks to Financial Success
Get inspired with this new webinar. Simple steps to tackling common struggles that get in the way of financial success.
Life Stage - For Everyone
Watch Time | 17:31
Webinars
Virtual learning is part of our "new normal," The advisors here at Paladin Advisor Group have worked hard at turning in-person seminars into virtual webinars, for anyone to access, anytime.
Maryland State Pension
The Maryland State Pension - What's in it for me? Learn more about your Maryland State Pension in under 20 minutes.
Life Stage - For Everyone
Watch Time | 17:31
Webinars
Virtual learning is part of our "new normal," The advisors here at Paladin Advisor Group have worked hard at turning in-person seminars into virtual webinars, for anyone to access, anytime.
Savvy Social Security
A holistic financial retirement plan includes the maximization of all sources of retirement income - including social security. Learn more about strategies and steps you can take now to get the most out of your benefit.
Additional Resources:
Life Stage - Pre Retiree
Watch Time | 30 Minutes
Webinars
Virtual learning is part of our "new normal," The advisors here at Paladin Advisor Group have worked hard at turning in-person seminars into virtual webinars, for anyone to access, anytime.
Medicare Basics
Applying for Medicare can get confusing. Let's get back to the basics: When, How & What to apply for.
Additional Resources:
Life Stage - Pre-Retiree
Webinar Watch Time | 28:11
Learn more about Mike & Toni Whaley
Co-Founders of Paladin Advisor Group

Women Who Invest
At Paladin Advisor Group, we have a strong appreciation for women in finance. In fact, 75% of our home office is made up of women. That same energy in our office needed a place in our online presence. We hope you enjoy these empowering articles and videos as much as we do.
New Topic: Family Business. Why is it that women tend to let the husband “run the financial things” of their lives?