About My Practice
My firm is grounded in placing our fiduciary responsibility for our client's best interests above all else.
William Palmer Associates is an independent Registered Investment Advisory firm focused on enabling our clients to achieve their long-term financial ambitions using a passive asset management approach. We do not attempt to forecast markets or time investing strategies. We coordinate all aspects of financial planning assisting our clients with goal setting, portfolio management, and retirement planning with the support of skilled professionals in risk management and estate planning.
Our goal is to maintain a firm large enough to be economically viable while staying small enough to provide timely personal relationships with all of our clients. We seek clients who desire a mutually fulfilling relationship from advisors with whom they enjoy working.
Bill has more than twenty five years of investment and advisory experience in Financial Planning and investment management services. Bill Palmer has been a CFP since 1985.
Additionally Bill does volunteer financial counseling on local TV and has been a referral source and quoted in the national media including Money Magazine, The Wall Street Journal, and USA Today. Bill was also selected a Five Star Wealth Manager by 5280 Magazine.
Bill also manages the Colorado Financial Planning Association Speakers Bureau.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RIA rep
Considerations: Fees are tiered in four layers from 1% for the 1st $1 million to .5% for amounts over $5 million.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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