A Family Wealth Advisory Firm
A Family Wealth Advisory Firm
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! Therefore, it is a primary focus of our practice.
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.
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.
This term is a bit overused in our industry, still, our firm acknowledges our fiduciary status. Learn more by clicking here.
We are independent and work only for our clients.
No sales quotas here.
We focus on family financial planning. Some families are more complicated than others, and we get that.
We don't use annuities in our practice. There is nothing inherently wrong with them, we just find there are more efficient ways of accomplishing long-term goals for disciplined investors.
Along with investment management, we offer full-service planning which includes, but is not limited to, tax, insurance, estate, long-term care, education and charitable giving.
We do not generate commissions from trading activity. Instead, we provide all our investment and planning services for a percentage of assets under management beginning at 1.25% descending. This is billed directly from client accounts.
We are not tied down by a large firm which gives us the flexibility to tailor solutions for you.
You will never feel pressure working with us, only transparency.
Remember, no sales quotas here.
We are a small, boutique firm and want to keep it that way. We do this to optimize customer service and accessibility. We are currently working with around 60 families and onboard just 5-7 families per year.
Our firm's primary focus is family retirement planning and wealth transition.
Our systems bring the most value when families have $750,000 or more saved for retirement. This is waived on a case by case basis. We will still provide a complementary financial plan to families not meeting this threshold.
This helps us be more accessible to our clients and allows them to schedule calls and appointments at any time with a click of a button. You can try it here.
Not having a "brick & mortar" helps us keep our costs down and value up.
Seriously, we will not work well together. In the event our professional relationship is not working out we will help you find an advisor that better fits your needs and part ways as friends.
My name is Nick Palmer and I am a financial advisor based in Nashville, TN. My wife, Ellie, and I are both Nashville natives and live in the Bellevue area with our 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
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.
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