Palmer Wealth Planning
Palmer Wealth Planning
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Palmer Wealth Planning

Palmer Wealth Planning Palmer Wealth Planning Palmer Wealth Planning

A Family Wealth Advisory Firm

Schedule an Introductory Call

Palmer Wealth Planning

Palmer Wealth Planning Palmer Wealth Planning Palmer Wealth Planning

A Family Wealth Advisory Firm

Schedule an Introductory Call

Our Priorities

Tax First

Accessibility

Accessibility

Most families will pay the IRS more than any other entity in retirement. We need to pay the taxes owed, we just don't want to leave them a tip.

Accessibility

Accessibility

Accessibility

Clients have access to my calendar via Calendly and can schedule meetings and call backs at any time. We conduct two reviews per year in March and October with an optional summer check-in. 

Virtual

Accessibility

Fiduciary

Around 90% of client appointments are held via Zoom. Other clients prefer to have meetings at their homes. This aids with accessibility and keeps costs down. 

Fiduciary

Family Focused

Fiduciary

This term is a bit overused in our industry, still, our firm acknowledges our fiduciary status. Learn more by clicking here. 

Independence

Family Focused

Family Focused

We are independent and work only for our clients. 


No sales quotas here. 

Family Focused

Family Focused

Family Focused

We focus on family financial planning. Some families are more complicated than others, and we get that. 

Meet nick

Nick Palmer, CFP®

Nick Palmer is a financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and live in the Bellevue area with their daughter, Birdie. 


 Palmer Wealth Planning LLC was founded to provide clients with unbiased, personalized advice.  

We are focused strictly on helping you, your family and your business. 


Education

Master's Degree - Austin Peay State University, 2014

Bachelor's Degree - Middle Tennessee State University, 2008


Designations

CERTIFIED FINANCIAL PLANNER™ - CFP® BOARD

Chartered Retirement Planning Counselor (CRPC) - College for Financial Planning


Community Involvement

Trustee - Hillwood Presbyterian Church

Board Member -  Hillwood Playcare, Inc.

Province Commander - Richard T. Feller Province of Kappa Alpha Order (State of Tennessee)

Past Member - MTSU Alumni Board of Directors


SEC Advisor Info


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Palmer Wealth Planning LLC  "PWP" is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PWP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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