Paladin Advisor Group is a team of experienced, independent financial professionals serving the retirement planning and investment needs of those
whose mission it is to serve others. Through education, guidance and choice, Paladin Advisor Group champions the financial goals of clients throughout the Maryland and DC region.
Headquartered in Elkridge, MD, Howard County, Paladin Advisor Group has been PlanMember affiliated since 2008. Paladin was officially designated a PlanMember Financial Center in 2013. We offer the PlanMember Services Program, a fully integrated retirement planning, investment and annuity solution designed to help individuals achieve a financially secure retirement.
Mike & Toni Whaley are the founders of Paladin Advisor Group, LLC, and have more than 35 years combined experience in helping people make sense of the complex financial environment that exist in our modern world. Leading our team of nine independent financial advisors and two staff members, Mike and Toni's vision for the company follows the Paladin Experience process of analyze, advise, act, assess + personal relationship.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities.
We invite you to check out all the material on our website. Learn more about Medicare, your Maryland State Pension, retirement planning, debt management and more by visiting the webinar library. If something prompts a question, please send us an email or call the office.