Paladin Wealth Services is an independent, fiduciary financial advisory firm serving families in Naples and Southwest Florida. Founded by Matthew A. Chlopek, the 100% family-owned firm aims to provide personal guidance grounded in integrity, wisdom, and stewardship. It focuses on pre-retirees, retirees, and families seeking to coordinate their finances with their values, goals, and legacy.

The firm offers retirement planning, tax planning and strategy, investment management, estate planning, charitable giving guidance, and legacy planning. Its advisors work with clients to assess areas such as cash flow, investments, and long-term priorities, developing strategies tailored to each family rather than relying on a one-size-fits-all approach. Paladin emphasizes independence, open architecture, clear explanations, and recommendations intended to serve clients’ best interests. It also welcomes opportunities to educate and support family members across generations. Through ongoing, collaborative guidance, Paladin helps clients understand their options, weigh trade-offs, and make informed decisions as circumstances change. Its approach is designed to bring greater clarity and confidence to financial planning while keeping the people and purposes behind wealth at the center.