A complete list of active advisors currently associated with Atwood & Palmer, Inc.

Warmer can help you find a great advisor at Atwood & Palmer, Inc. or one who fits your needs even better.

Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services such as cash‑flow management, philanthropic planning, and family legacy and education meetings to high‑net‑worth and ultra‑high‑net‑worth individuals, multigenerational families, and institutional clients. The firm works with individual and institutional accounts and coordinates with outside professionals—estate attorneys, accountants, insurance representatives, and bankers—to integrate different aspects of clients’ financial lives. The firm manages discretionary accounts under individualized Investment Policy Statements and applies both fundamental and technical analysis across long‑ and short‑term equity strategies, options, ETFs, fixed income and alternative investments. For privately offered pooled vehicles and private placements, Atwood & Palmer conducts due diligence, assists with subscription documentation, and provides ongoing monitoring on clients’ behalf. Atwood & Palmer reports $2,037,056,697 in discretionary assets under management with seven advisors, an unusually high level of AUM per advisor for a team firm and indicative of its emphasis on larger, complex client relationships while retaining flexibility on account minimums. The firm also advises donor‑advised funds, administers proxy voting through a third‑party platform, and discloses a minority ownership interest (under 5%) in a national trust company that it identifies as an alternative custody and trust resource.

To learn more about the advisors currently working at Atwood & Palmer, Inc., 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.