Digital Marketing Agency for Firms in the Financial Service Industry

About Us

Our agency has helped financial advisors market their services to investors since 2003.
A co-founder wrote: “Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor“. This book was published by John Wiley & Sons in 2003. It became the foundation for services that Paladin provided to investors and financial advisors.

5 Steps

We co-authored a second book, published in 2018, that taught investors how to use the Internet to find, research, and select financial advisors: 5 Steps for Selecting the Best Financial Advisor, How the Internet Has Changed the Game For Investors and Financial Advisors.

This book introduced virtual relationships between investors and their financial advisors. This method of interaction became the new normal during the pandemic.

Paladin Digital Marketing Websites
Digital marketing for RIAs-Paladin Digital Marketing

Digital Marketing Agency

Paladin is a digital marketing agency that works exclusively for financial industry firms.

Our agency increases our clients’ Internet visibility and website traffic. Then we develop, host, and maintain custom websites that convert more website visitors into qualified contacts.

Today, Paladin provides more than 20 digital marketing services that can be tailored to the specific needs of our clients.

Hubspot Certified Agency

We are proud to be a certified HubSpot Gold Level agency. Our clients benefit when HubSpot technology is integrated into their digital marketing systems. One fully integrated platform manages multiple digital marketing campaigns for our clients.

paladin digital marketing Hubspot agency

The Internet Has Changed The Game

It wasn’t that long ago when financial advisors initiated contact with investors and controlled all of the information that these prospects relied on to select advisors.

The Internet has changed all of that. Today, investors use the Internet to conduct their own searches to find financial advisors. Then they use the Internet to research advisors. And, they can protect their identities until they are ready to talk to advisors.

What they see on the Internet impacts which advisors they contact to schedule interviews.

The Internet has changed the game. Control over the process has largely shifted from advisors to investors.


We are asked this question a lot by financial advisors who are frustrated by their lack of results.

We developed a complimentary, no obligation Scorecard report that provides the answers.