Zachary Palmer is a CFP® with seven years of experience in financial advising. He is currently with Ark Royal Wealth Management LLC and previously worked at Modera Wealth Management, The Vanguard Group, and several other firms. Palmer has also worked outside the advisory field, including a role at Postmates. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning for individuals, trusts, estates, and charitable organizations. The firm employs long-term strategies based on Modern Portfolio Theory, using primarily passively managed mutual funds and conducts suitability reviews before implementing alternative investments.

Michael Palmer is a CFP® professional with 12 years of industry experience. He has worked at Ark Royal Wealth Management LLC since 2015 and previously spent one year at Woodward Financial Advisors, Inc. Palmer is based in Raleigh, NC. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory, utilizing primarily passive mutual funds from DFA and Vanguard, and provides tailored portfolio management with performance reporting and occasional financial education seminars.

Nicholas Ross is a CFP® professional with one year of industry experience. He is currently with Ark Royal Wealth Management LLC, where he has worked since 2021, following a brief tenure at Truist in 2022. His background includes several years in education prior to entering the financial advisory field. Ark Royal Wealth Management LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses a long-term, Modern Portfolio Theory-based investment approach focused on broadly diversified, passively managed funds and offers regular client performance reporting as well as financial education seminars.