How does the advisor help clients – Key Takeaways:
Atwood & Palmer, Inc. is a reputable financial firm that prides itself on its ability to provide expert financial advice to clients. With years of experience and a team of knowledgeable advisors, they assist individuals and businesses in achieving their financial goals. They offer a variety of services and cater to various client types, making them a versatile and reliable choice for financial guidance.
Facts and Insights
Founded in 2005, ATWOOD & PALMER, INC. has over 15 years of experience in the financial industry. They have a proven track record of success and have helped numerous clients with their financial needs. With their in-depth knowledge, they are able to provide sound advice and strategies to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available numbers, as of December 2020, ATWOOD & PALMER, INC. manages approximately $500 million in assets. The firm has a team of 12 advisors, each with their own specialized area of expertise. With over 15 years in the business, they have established themselves as a reputable and reliable financial advisor.
Financial Services Offered:
ATWOOD & PALMER, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, financial planning, retirement planning, tax planning, and wealth management. With their comprehensive approach, they are able to provide clients with a holistic financial plan tailored to their specific goals.
Client Types
ATWOOD & PALMER, INC. works with a diverse range of clients, including high net worth individuals, small business owners, and corporations. They understand that each client has unique financial needs and goals, and they strive to provide personalized solutions for each individual client.
Fees & Compensation
ATWOOD & PALMER, INC. is a fee-only financial advisor, meaning that they do not earn commissions from recommending specific financial products. Instead, they charge a percentage of assets under management or a flat fee for their services. This ensures that their advice is unbiased and in the best interest of their clients.
Background
ATWOOD & PALMER, INC. is a Boston-based financial firm that was founded by John Atwood and Sarah Palmer. Both founders have extensive experience in the financial industry, having previously worked at reputable firms. They are committed to providing their clients with trustworthy and reliable financial advice, and their team of advisors shares this same dedication.
Financial Advisor Disclosures to Know
As a registered investment advisor, ATWOOD & PALMER, INC. has a legal obligation to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the Investment Advisor Public Disclosure (IAPD) website or by requesting a copy from the firm directly. ATWOOD & PALMER, INC. has a clean record with no reported disciplinary actions.
In conclusion, ATWOOD & PALMER, INC. is a financial expert in the industry, offering a diverse range of services to assist individuals and businesses in achieving their financial goals. With their knowledgeable team, years of experience, and commitment to their clients, they are a reliable and trustworthy choice for financial guidance.