Joshua Whaley

I grew up in a family deeply involved in the financial industry, my parents founded Paladin Advisor Group, so I guess you could say it’s in my DNA.

In addition to working in the financial industry, I am also a licensed Realtor, serving the greater Baltimore area and Maryland’s Eastern Shore, helping clients navigate the intersection of real estate and long-term wealth building. Raised in Maryland and now raising a family of my own

on the Eastern Shore, my work is rooted in community, integrity, and genuine care.

Before entering financial services, I spent years in recruiting and sales, fields that taught me how to truly listen, understand individual goals, and guide people through important transitions.

My core focus is helping clients create clear, personalized financial strategies, whether they’re planning for retirement, managing change, or building a legacy. My clients value my steady presence and my ability to simplify complex topics.



At home, my wife and I are raising two young children, enjoying outdoor adventures, searching for new playgrounds, and being part of a close-knit community. Whether you’re planning your financial future or exploring your next move, I offer the clarity, strategy, and support you

need to move forward with confidence.