Palmer Wealth Planning
A Family Wealth Advisory Firm
Palmer Wealth Planning
A Family Wealth Advisory Firm
Our Investment Philosophy: Boring is Beautiful
We believe successful investing should be intentionally boring.
Rather than chasing headlines or investment trends, we focus on what investors can control: thoughtful planning, diversification, appropriate risk, reasonable costs, tax awareness and discipline.
Every portfolio begins with your financial plan. We consider your goals, time horizon, income needs, and risk capacity to build an investment strategy suited to your broader financial life.
We strive to improve outcomes through consistent decisions—maintaining an appropriate allocation, rebalancing purposefully, and avoiding emotional reactions during volatile markets.
Taxes are an integral part of our process. We consider asset location, tax-efficient investments, withdrawal sequencing, charitable giving, and tax-loss harvesting—with a focus on what you keep after taxes.
No predictions. No unnecessary complexity. Just a thoughtful strategy, disciplined execution, and ongoing planning built around what matters most to you.
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
Community Involvement
Trustee - Hillwood Presbyterian Church
Province Commander - Richard T. Feller Province of Kappa Alpha Order (State of Tennessee)
Past Member - MTSU Alumni Board of Directors