Palmer Wealth Planning
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our fiduciary pledge

We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:


1.  We will always put our clients’ best interests first.


2.  We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.


3.  We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts.


4.  We will avoid conflicts of interest.


5.  We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

Learn More

To learn more about the CERTIFIED FINANCIAL PLANNER™ code of ethics, follow this link to the CFP Board's Code of Ethics and Standards of Conduct page.

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