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Paladin Retirement Advisors
Paladin Retirement Advisors is a family-based fiduciary practice serving Bucks County families since 2009. The firm provides comprehensive retirement planning...
Paladin Retirement Advisors
Paladin Retirement Advisors is a family-based fiduciary practice serving Bucks County families since 2009. The firm provides comprehensive retirement planning that brings together wealth management, income planning, Social Security optimization, tax strategy, and estate coordination into one plan. Led by Jeff and Beth Beyer, the practice uses proprietary frameworks including the Paladin Retirement Roadmap and the 15% Solution.
General information
Firm type
Multi Family Office
Year founded
2009
Location
City
Newtown
Principals
Jeff Beyer
CEO
Jeff Beyer
Founder & CEO
Beth Beyer
Chief Operating Officer & Retirement Planner
Beth Beyer
Chief Operating Officer
Brennan Beyer
Marketing Analyst
Melissa Dubin
Director of Client Experience
Joshua Wong
Technical Specialist
Frequently asked questions
What is Paladin Retirement Advisors' primary service model?
The firm integrates retirement plan advisory services with family-office coordination. Its core work involves retirement income modeling, 401(k) and IRA asset allocation, and distribution strategy across multiple generations—a niche focused on qualified retirement assets rather than broad alternative investments.
What is the known scale of the firm?
Paladin Retirement Advisors has not disclosed assets under advisement, number of professionals, or client count. The firm maintains a low public profile typical of smaller multi-family offices, and no AUM estimates have been published by independent sources or industry databases as of mid-2026.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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