A complete list of active advisors currently associated with Ark Royal Wealth Management LLC

Warmer can help you find a great advisor at Ark Royal Wealth Management LLC or one who fits your needs even better.

Ark Royal Wealth Management LLC provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management, investment strategy recommendations, and financial planning or consulting services tailored to client objectives and with the ability for clients to impose written investment restrictions. The firm’s investment approach emphasizes long‑term strategies grounded in Modern Portfolio Theory and efficient‑market assumptions, using broad, passively managed mutual funds primarily from DFA and Vanguard and statistical analysis of returns and correlations to set asset allocation. Ark Royal also conducts suitability reviews before implementing non‑traditional or private investment strategies and may oversee third‑party managers for complex or structured positions. Noteworthy features relative to peers include routine client performance reporting (clients may receive quarterly performance reports) and an occasional program of financial education seminars delivered with employers and educational institutions on a cost‑of‑attendance basis. The firm also tends to execute individualized client trades rather than aggregating orders and uses institutional‑only DFA funds and oversight of complex private strategies, practices that are less common among similar advisory firms.

To learn more about the advisors currently working at Ark Royal Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Palmer	Raleigh, NC	12
Zachary Palmer	Raleigh, NC	7
Nicholas Ross	Raleigh, NC	1

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