PALMER WEALTH MANAGEMENT LLC

Overview

Palmer Wealth Management LLC is an independent registered investment adviser organized as an LLC and run as an individually owned practice. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses, plus selection-of-other-advisers and educational seminars. Its fee menu includes asset-based fees, hourly charges and fixed fees, and it functions as a capital allocator—sourcing third‑party managers for non‑traditional exposures in addition to managing public market portfolios. The advisory approach tilts toward equities as the core allocation, with discretionary portfolios that emphasize exchange‑traded securities and mutual funds. The firm lists pension consulting services among its advisory activities (while not separately registered as a pension consultant), and it coordinates with outside professionals such as accountants, law firms and insurance providers when relevant to client situations. Palmer Wealth Management is not an active ESG investor and does not present as a multi‑state adviser.

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Public Holdings

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Location & Offices