# Paladin Retirement Advisors

Paladin Retirement Advisors is a Multi Family Office based in Newtown.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newtown
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** paladinretirement.com
- **LinkedIn:** https://www.linkedin.com/company/jeffreybeyer

## Regulatory record

- **CRD number:** 333662
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333662

## About

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.

## People

- 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

## 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.

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Last updated: 2026-08-11T15:07:41.444Z

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