Investing in What Matters to You
Turning Your Lifetime of Savings Into a Strategic Plan for Generating Retirement Income
At Paladin Retirement Advisors, we believe retirement can be a vibrant new chapter—a chance to pursue your passions and create lasting memories. Our goal is to place your best interests at the forefront of every decision.
How We Help: S.H.I.E.L.D.
We simplify complex financial planning, guiding you through the transition from work to retirement. The Paladin approach considers the following six areas (S.H.I.E.L.D.) to help serve our clients:
Safety of Principal
Assessing your risk tolerance and applying the appropriate mix of assets for your financial foundation
S
Health and Long-Term Care Risk Management
Working to help insulate your assets from health-related risks
H
Income Planning
Developing a strategy to help provide reliable income to support your retirement lifestyle
I
Establish Investment Plan
Long-term investment management to help you pursue growth while managing risk in changing market conditions
E
Legacy Planning
Preparing for what’s next, preserving your legacy
L
Decreasing Client Taxes When Possible
Implementing tax-efficient strategies to help you retain more of your wealth throughout retirement
D
Why Us?
Discover the Paladin Difference
Straight Talk, Appropriate Strategies
Cutting through the jargon to provide clear, actionable advice
Lasting Relationships
Building strong connections with our clients, through personalized guidance and support
Comprehensive Approach
Employing holistic strategies to financial planning, helping you navigate a smooth transition from work to retirement
Who We Serve
Paladin Retirement Advisors serves individuals and families at various life stages and income levels.
We believe a financial plan is the cornerstone of your retirement journey, whether you’re just starting, nearing retirement, or already enjoying your golden years.
Our Founder
Meet Jeff Beyer, CEO
I founded Paladin Retirement Advisors in 2025 with a singular mission: to provide retirees with the clarity, confidence, and comprehensive planning they deserve. As a fiduciary, I'm legally and ethically bound to put my clients' interests first—always. That's not just a tagline for me; it's how I run my practice every single day.
I've spent over 25 years in financial services, with the last 16 years dedicated exclusively to retirement and estate planning. I began my career in 1999 in investment banking with Wells Fargo and Merrill Lynch, where I developed deep expertise in markets and investment strategy. But in 2009, I made a deliberate shift to focus on what I'm most passionate about: helping individuals and families transition into and through retirement with security and peace of mind.
I created the Paladin Retirement FORMula and The 15% Solution™—proprietary planning processes that have helped hundreds of clients build comprehensive, written financial plans. My approach addresses the five critical pillars of retirement success: income strategies that last, investment diversification to minimize sequence-of-returns risk, tax optimization, long-term care protection, and Medicare and final expense planning. Every client I work with receives a personalized roadmap, not a one-size-fits-all solution.
I hold my Series 65 securities license and Life and Health Insurance licenses, and I serve as Chief Compliance Officer for Paladin Retirement Advisors, ensuring our firm operates with the highest standards of integrity and transparency. I earned my Bachelor of Science in Business Administration with a concentration in Finance from Wake Forest University.
Beyond my practice, I'm deeply committed to financial education and community service. I serve as an Ambassador for The Financial Awareness Foundation, a nonprofit dedicated to improving financial literacy nationwide. I also serve as Facilitator for the Bucks County Believers in Business Chapter and as an Ambassador for the Lower Bucks Chamber of Commerce. As an Eagle Scout, I learned early on that service, integrity, and leadership aren't just ideals—they're daily commitments. Those values continue to guide both my work and my community involvement.
My wife Beth and I have called Washington Crossing, Pennsylvania home for 25 years, where we've raised our three sons—Jay (21), Brennan (18), and Gabriel (16). When I'm not working with clients, you'll find me on long bike rides through Bucks County, playing racquetball, or spending quality time with my family.
I've spent over 25 years in financial services, with the last 16 years dedicated exclusively to retirement and estate planning. I began my career in 1999 in investment banking with Wells Fargo and Merrill Lynch, where I developed deep expertise in markets and investment strategy. But in 2009, I made a deliberate shift to focus on what I'm most passionate about: helping individuals and families transition into and through retirement with security and peace of mind.
I created the Paladin Retirement FORMula and The 15% Solution™—proprietary planning processes that have helped hundreds of clients build comprehensive, written financial plans. My approach addresses the five critical pillars of retirement success: income strategies that last, investment diversification to minimize sequence-of-returns risk, tax optimization, long-term care protection, and Medicare and final expense planning. Every client I work with receives a personalized roadmap, not a one-size-fits-all solution.
I hold my Series 65 securities license and Life and Health Insurance licenses, and I serve as Chief Compliance Officer for Paladin Retirement Advisors, ensuring our firm operates with the highest standards of integrity and transparency. I earned my Bachelor of Science in Business Administration with a concentration in Finance from Wake Forest University.
Beyond my practice, I'm deeply committed to financial education and community service. I serve as an Ambassador for The Financial Awareness Foundation, a nonprofit dedicated to improving financial literacy nationwide. I also serve as Facilitator for the Bucks County Believers in Business Chapter and as an Ambassador for the Lower Bucks Chamber of Commerce. As an Eagle Scout, I learned early on that service, integrity, and leadership aren't just ideals—they're daily commitments. Those values continue to guide both my work and my community involvement.
My wife Beth and I have called Washington Crossing, Pennsylvania home for 25 years, where we've raised our three sons—Jay (21), Brennan (18), and Gabriel (16). When I'm not working with clients, you'll find me on long bike rides through Bucks County, playing racquetball, or spending quality time with my family.
Together, with my wife Beth, we've created Paladin Retirement Advisors as a place where retirees don't just get financial advice—they get a team that truly cares about their success, their security, and their legacy.
Discovery Session
A get-to-know-each-other first visit (45 minutes to an hour) to discuss your current situation, clarify your retirement vision, and decide if we might be a good potential fit for each other
Evaluation Session
A preliminary and collaborative discussion to confirm your current financial situation, including assets, income sources, fees, risk tolerance, and goals
Implementation Session
The finalization and discussion of how to implement your plan by tying together the aspects of retirement you are looking to solidify (S.H.I.E.L.D.)
Ready to Start?
Schedule Your Discovery Session
Ready to Make the Leap?
Contact Us Today
Schedule a complimentary consultation to discover how the Paladin S.H.I.E.L.D. approach can help preserve what matters most to you.
Disclosure
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of JSBJ Enterprises, Inc. dba Paladin Retirement Advisors and our editorial staff.
The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by JSBJ Enterprises, Inc. dba Paladin Retirement Advisors an Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jeffrey Beyer, Sole Proprietor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.
The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by JSBJ Enterprises, Inc. dba Paladin Retirement Advisors an Investment Advisor in the State of Pennsylvania. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Jeffrey Beyer, Sole Proprietor. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted.