About Paladin
The Paladins were the foremost knights of the Roman Empire. Throughout history and folklore, they represent heroism and chivalry and are considered the most loyal and fierce defenders of honor. We feel a strong connection with these values: we are fiercely loyal advocates for our clients.
Our Mission
Our reasons for founding Paladin are deeply personal. For many years, we observed a disconnect between what advisors promised and the value being delivered. We formed Paladin with the vision of surrounding clients with a coordinated team of caring, highly experienced professionals solely focused on helping individuals and families live their best life.
We treat our clients like family because that’s who they are to us. It’s in our DNA to be rigorous in our analysis while at the same time trying to simplify the complex for clients. As a fiduciary, we are committed to honest and transparent communication that always places client interests first. We are often the first call our clients make when they seek guidance, regardless of the issue.
Our Team
Bradley W. Clark, CFA, CPA
Partner & Chief Investment Officer
Brad is a co-founder of Paladin Wealth Partners and is the firm's Managing Partner and Chief Investment Officer. Brad’s vision for serving clients was core to the creation of Paladin:
"Surround the client with a coordinated team of highly experienced professionals. Help identify and solve needs with well-crafted solutions. Bring a disciplined, institutional approach to family wealth management."
Brad has over 25 years of diverse financial industry experience focused on providing solutions for family and institutional clients. Prior to forming Paladin, Brad was President and Chief Investment Officer of HJN Advisors, where he directed the firm’s investment strategies and was a key partner with clients in helping them identify and achieve goals for their wealth. Brad’s experience also includes leadership roles managing client assets for U.S. Bank, Aviva Investors, and OFS Capital. Brad began his career with McGladrey & Pullen, LLP in Chicago, IL.
Brad holds a Bachelor of Arts degree in Accounting from the University of Northern Iowa and a MBA (with Distinction) from the Kellstadt Graduate School of Business at DePaul University. Brad has earned the right to use the Chartered Financial Analyst (CFA) designation and is licensed as a CPA in the State of Iowa.
Adam C. Bormann, CFP®
Partner & Senior Wealth Advisor
Clients deserve adviser relationships that are solely focused on their financial and life success. My passion is to understand each client’s situation better than anyone else. I’ve consistently found that being a good listener is one of the best, but often overlooked, starting points.
Adam has over 20 years of experience coordinating the financial lives of a select group of individuals and families across the country. His strength as an adviser comes from the depth of experiences gained both personally and professionally, which allow him to advise clients on a wide variety of issues and opportunities. Prior to joining the Paladin Wealth Partners team, Adam held leadership roles with several prominent wealth management firms including HJN Advisors, U.S. Bank, Wells Fargo, and RSM McGladrey.
Adam holds a Bachelor of Arts degree in Finance from the University of Northern Iowa and a MBA from Iowa State University.
Tyler K. Kromkowski, CFA
Senior Investment Analyst
Tyler joined Paladin in 2018 and is a Senior Investment Analyst on the Paladin client service team. He is responsible for leading the firm's research and due diligence activities and plays an integral role in managing client portfolios. He also partners with the Senior Wealth Advisors in their efforts to provide financial planning and tax planning services to clients. His passion for investment management, paired with an entrepreneurial spirit and strong commitment to service, make him an asset to our team and clients.
Tyler holds BBA degrees in Finance and Management from the University of Iowa. Tyler has earned the right to use the Chartered Financial Analyst (CFA) designation.
Our Process
Discovery
Gather information. Listen. Understand your situation and goals. Explore ways we can add value to your situation.
Analysis
Our team collaborates to analyze your situation and identify opportunities & potential challenges.
Plan
Observations and comprehensive plan presented to client. Discuss roadmap for implementation and monitoring.
Implement
Implement investment strategy and coordinate other elements (tax & estate planning recommendations, etc).
Monitor & Communicate
Consistent client communication: portfolio performance, progress with financial plan, proactively identify opportunities or risks.
Adjust
Make adjustments as appropriate based on changes in your personal situation or opportunities/risks identified.