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, Inc. provides discretionary investment management and comprehensive financial planning to a mix of individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations, and trusts, and also serves as investment adviser for donor‑advised funds. The firm manages client portfolios and implements individualized Investment Policy Statements that reflect client goals, risk tolerances, liquidity needs and tax considerations. The firm generally constructs portfolios from individual equities, exchange‑traded products and fixed income, and applies both fundamental and technical analysis while employing long‑ and short‑term purchase strategies and options when appropriate. Atwood & Palmer also conducts due diligence on and monitors alternative investments and private placements when recommended, and implements strategies on a discretionary basis consistent with each client’s IPS. Notable differences from many peers include managing just over $2 billion of discretionary assets with a relatively small advisory team and operating with a substantial new‑client investable asset threshold (which the firm may waive in certain circumstances). The firm also has a minority ownership stake in a nationally chartered trust company that provides a lower‑cost custody alternative and explicitly offers ongoing selection and monitoring services for private/alternative investment vehicles and donor‑advised fund accounts.

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.