Financial Services
Plan for the Future You Deserve
Welcome to Paladin Retirement Advisors! We’re financial consultants who serve the greater Philadelphia area including Bucks County, New Hope, Warminster, and Newtown, PA. I’m Jeff Beyer, owner and primary financial advisor for Paladin. I have been in the financial services industry since 1999 and have been serving the community in our current location since 2009.
Services
What We Offer
Retirement Income Planning
At Paladin Retirement Advisors, we understand that planning for a secure retirement is more than just saving—it’s about creating a sustainable income strategy that lasts a lifetime.
- Tailored Budgets: We help you estimate your retirement expenses and design a personalized budget.
- Reliable Income Streams: From Social Security to pensions and investments, we analyze and optimize all your income sources.
- Smart Withdrawals: Our advisors develop tax-efficient withdrawal strategies for your 401(k)s, IRAs, and other accounts, so you can enjoy retirement without financial worries
Investment Management
Your investments are the foundation of your retirement plan, and Paladin Retirement Advisors is here to help you grow and protect them.
- Custom Portfolios: We create diversified portfolios tailored to your retirement goals and risk tolerance.
- Ongoing Adjustments: As you approach or enter retirement, we adapt your investment strategy to balance growth and income needs.
- Expert Monitoring: We stay ahead of market trends, ensuring your portfolio stays aligned with your financial objectives.
Tax and Estate Planning
Preserve your wealth and protect your legacy with Paladin Retirement Advisors’ comprehensive tax and estate planning services.
- Minimized Tax Burden: We provide strategies to reduce taxes on your retirement withdrawals and required minimum distributions (RMDs).
- Legacy Planning: From wills to trusts, we ensure your assets are distributed according to your wishes.
- Peace of Mind: Our team helps safeguard your financial future and ensures a smooth transition of wealth to your loved ones.
About Us
Jeff Beyer, CEO
Jeff Beyer is the owner of Paladin Retirement Advisors and has
been in the financial services industry since 1999. His focus is
on developing financial plans and retirement strategies that
satisfy clients’ important life and investment needs. He strongly
believes in what he does and wants to help you prepare the
road map for your future. His approach in working with clients is
more like a retirement coach than a traditional financial advisor
because he thoroughly informs and actively seeks out
strategies and concepts available to help offer his clients quality
retirement financial planning.
Jeff has passed the Series 65 securities exam and is an
Investment Adviser Representative. He also has life, health and
long-term care insurance licenses in Pennsylvania and New
Jersey. Jeff has a Bachelor of Science in Business
Administration from Wake Forest University. He also is the
ambassador for a Financial Awareness Foundation in Bucks
County and an ambassador for the Lower Bucks County
Chamber of Commerce. In his spare time, Jeff enjoys spending
time with his wife, Beth, and their three boys. He loves traveling
to different places with them — even if they are just discovering
cool places around Bucks County.
Andrea Viola, Business & Operations Manager
Andrea Viola has one goal: To get people excited. That’s why
she’s focused on planning and producing stellar events
designed to engage people in the financial planning process. As
Business & Operations Manager, Andrea organizes firm events,
assists with overall office administration, and provides excellent
customer service to all clients.
Before joining the financial services industry, Andrea worked for
more than a decade as a trainer and fitness professional in a
Fortune 100 company. She helped business professionals
identify, pursue and attain not only their fitness goals but their
life goals as well. “I am most passionate about seeing people
achieve their dreams,” Andrea said. “My expertise lies in being
able to think outside the box.”
Andrea lives in New Hope, Pennsylvania. Outside of work, she
loves to read, music, and lifting weights.
Why Choose Us
Why Work With Us
Stress-Free Planning
We simplify retirement planning with tailored strategies to meet your financial goals.
A New Beginning
Transition to a life where you can work less and enjoy more with a plan built for you.
Trusted Professional Guidance
Our advisors help you achieve a confident and secure retirement.