How does the advisor help clients – Key Takeaways:
PALMER WEALTH MANAGEMENT LLC is a financial advisory firm that provides expert guidance to individuals, families, and businesses seeking to achieve their financial goals. Led by a team of knowledgeable and experienced advisors, the firm offers a variety of financial services and caters to clients from different backgrounds and financial situations.
- Offers personalized and goal-based financial planning
- Provides a comprehensive range of financial solutions
- Caters to a diverse group of clients
- Advisors have extensive experience and knowledge in the financial industry
Facts and Insights
Founded in 2005, PALMER WEALTH MANAGEMENT LLC has been serving clients for over 15 years. With a team of 10 advisors, the firm manages a total of $500 million in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PALMER WEALTH MANAGEMENT LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance advice and solutions
Client Types
The firm caters to a diverse group of clients, including individuals, families, and businesses. PALMER WEALTH MANAGEMENT LLC understands that each client has unique financial needs, and their advisors work closely with them to develop personalized financial plans.
Fees & Compensation
PALMER WEALTH MANAGEMENT LLC follows a fee-only approach, which means they are compensated solely by the fees paid by their clients. This ensures that their advice is always in the best interest of their clients and eliminates any potential conflicts of interest. The firm’s fees are based on a percentage of assets under management and are outlined in their client agreements.
Background
PALMER WEALTH MANAGEMENT LLC was founded by John Palmer, a highly experienced financial advisor with over 25 years of experience in the industry. He holds several industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Under John’s leadership, the firm has grown to become a reputable and trusted name in the financial services industry.
Financial Advisor Disclosures to Know
PALMER WEALTH MANAGEMENT LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). Like all registered advisors, the firm is required to disclose any potential conflicts of interest or disciplinary actions taken against them. These disclosures can be found in the firm’s Form ADV, which is available to the public.