A complete list of active advisors currently associated with Palmer Wealth Planning

Warmer can help you find a great advisor at Palmer Wealth Planning or one who fits your needs even better.

Palmer Wealth Planning serves individual clients and also works with employer-sponsored retirement plans, including pension and profit-sharing plans, providing investment management, project-based and ongoing financial planning, and employee benefit plan services such as plan monitoring and participant education. The firm offers portfolio management for individuals and advisory support to plan sponsors on investment options and plan structure. The firm primarily constructs passively managed, asset-class portfolios grounded in modern portfolio theory, typically using index mutual funds and ETFs, while also employing fundamental, technical, and charting analysis and occasionally recommending outside managers (TAMPs). Clients receive written financial plans for project engagements or ongoing monitoring, and accounts are reviewed periodically with discretionary trading authority used when agreed. Notably for a solo independent adviser, Palmer Wealth Planning combines retail wealth management with pension consulting and employee benefit plan services, a mix of work that is uncommon among peers. The firm’s principal is a licensed insurance agent who sells commissionable insurance products, a relationship disclosed in the brochure that creates a potential conflict of interest for clients to evaluate.

To learn more about the advisors currently working at Palmer Wealth Planning, 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.