Jeff Beyer, CEO

We help individuals and families work toward achieving their ideal retirements.

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Our mission is simple: to share with you the best retirement planning strategy available for your situation, and then develop and implement a financial plan that allows you to enjoy a more confident retirement.



The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger was not compensated in any way.

Jeff Beyer


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 Series 6, 63 and 65 securities exams 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.

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