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About Us

Choosing an Advisor

It’s easy to find someone to give you financial advice, but how do you know if that person is a true investment expert and not just a smooth-talking salesman?

Ask your adviser about his OWN INVESTMENTS. Does he recommend one thing for his clients and do something different with his own money? Find out if your adviser’s business is independently owned, not just a sub-branch of XYZ Bank dishing out generic investment advice to whoever comes their way. Ask your adviser to spell out his fees in plain English.

If these things are important to you, then take the first step and request an appointment with Palmer Portfolios today.