Palmer Wealth Planning

Overview

Palmer Wealth Planning is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm positions itself as a capital allocator for both individual and family clients and select institutional relationships. Its stated advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm also functions as an insurance broker, which it integrates into client planning where appropriate. Investment activity is concentrated in pooled public funds, with a strong tilt toward mutual funds as the primary vehicle for core portfolios. Palmer Wealth Planning manages a largely discretionary book, indicating it implements model or client-specific portfolios without needing client-level trade approval in most cases. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser in its filing.

Assets & Accounts

Investments & Alternatives

Location & Offices