A complete list of active advisors currently associated with Two Palms Financial

Warmer can help you find a great advisor at Two Palms Financial or one who fits your needs even better.

Two Palms Financial works with individual investors and small-business owners, providing tailored financial planning, portfolio management (available only to clients who engage the firm’s ongoing comprehensive planning service), and business strategy services offered on either a project or ongoing basis. The firm was formed in September 2024 and reports discretionary assets under management of roughly $17.17 million. The firm generally employs long-term, passive buy-and-hold strategies using mutual funds, exchange-traded funds, stocks, and bonds, and conducts portfolio reviews and rebalancing on a recurring basis (monthly reviews are described for managed accounts). Portfolio management is provided on a discretionary basis when engaged, and the firm may recommend and oversee Outside Managers, offer direct indexing and socially responsible investing options, and coordinate implementation with clients’ other professionals. Compared with many single-advisor independent firms, Two Palms Financial periodically hosts educational seminars and workshops (in-person or virtual) at no charge, and it offers business-owner–focused services including company valuation reports prepared in partnership with RISR for a separate fee. The firm also discloses a philanthropic practice of donating up to 2% of annual advisory fees to a client-designated charity and structures portfolio access so that ongoing planning and strategy work are integral to its managed-account offering.

To learn more about the advisors currently working at Two Palms Financial, 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.