Paladin Advisor Group, The PlanMember Financial Center in Columbia, Maryland, is part of an exclusive network of PlanMember Financial Centers located across the country that deliver financial plan solutions to individuals and employers.

We have been serving the needs of local employers and their employees since 1994 and understand the unique needs of Maryland residents, especially those who work in the field of education.

The Paladin team helps people at every stage of their working life plan and manage their retirement in a successful way. First, we customize a savings and investment plan that may enable each client to save enough money for their unique financial goals. The experience of the team, combined with PlanMember's Proven Approach to Retirement Investing, creates a powerful client-advisor synergy based on trust, accessibility, and investment choice.

Founded by Mike and Toni Whaley after more than 35 years in the Financial Services industry, the Paladin Advisor Group team of independent advisors has the common goal of helping employers and individuals alike reach their financial goals.

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Paladin Advisor Group and PlanMember Securities Corporation are independently owned and operated companies.

Paladin Advisor Group

Org chart

Teams

Offices