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"Healthier & Wealthier First Responders

Our mission is simple: to promote financial wellness among First Responders, Medical Professionals, and Military members. We provide investment management and comprehensive financial advice with no corporate jargon, no commissions, no sales nonsense. 

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Our Services

Investment Management 

Investment Management 

We handle all the intricate details, from initial research to ongoing monitoring, leaving you free to focus on what matters most – your family and serving your community. 

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Comprehensive Financial Planning

Comprehensive Financial Planning

Protecting our communities is your mission, and securing your financial future is ours. From budgeting to retirement, let us be your partner in safeguarding your present and tomorrow.

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8 Timeless Principles of Investing

Investing doesn't have to be overwhelming. Enjoy this free E-book to get some bite-sized pieces of timeless financial wisdom.

Coty Barker

Chief Executive Officer

Coty@PaladinWealthMgt.com

"I understand the challenges that first responders face because I face them myself. I have a passion for serving the community as an officer and I have a passion for finances. I just mixed the two." 

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