Paladin Retirement Advisors

Paladin Retirement Advisors is a financial planning practice focused on retirement, run by Jeff and Beth Beyer. Its services cover retirement income planning, Social Security claiming strategies, tax-efficient withdrawals, wealth management, estate planning coordination, Medicare and long-term care planning, and final expense planning. The firm describes its approach as a coordinated plan rather than investments alone, built around its Paladin Retirement Roadmap.

New clients start with a complimentary discovery session, followed by a complimentary evaluation session before any fees are discussed. The firm requires a minimum of $20,000 in investable assets and works with clients in person at its Newtown office on Durham Road or by secure video across Bucks County and several other states. Fees are based on assets under management, and the advisors act as fiduciaries.