Two Palms Financial

Overview

Two Palms Financial operates as a small, individual-owned registered adviser that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm runs discretionary equity-focused portfolios and also acts as a capital allocator by selecting third‑party managers when appropriate. Core services include financial planning, ongoing portfolio management, manager selection and educational workshops. Two Palms Financial reports being an active ESG investor, indicating that environmental, social and governance factors are incorporated into research or portfolio construction. Two Palms charges a mix of percentage-of-AUM fees and fixed fees, consistent with a boutique adviser model that blends ongoing investment management with project-based planning work. The firm’s activity profile suggests they serve a limited number of higher-balance accounts and make use of third‑party managers and mutual funds where specialized exposure is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices