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Finding Your Rhythm: Reflections on Work and Renewal

Finding Your Rhythm: Reflections on Work and Renewal

by Luke A. Palmer | May 28, 2025 | Leadership Perspectives

Finding Your Rhythm: Reflections on Work and Renewal Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 20 May 2025 As the CEO of Palmer Wealth Group, I’ve had the privilege of observing what truly drives sustainable success across many fields and industries. In...
Modern Wealth Transfer: Bridging the Gap Between Legacy and Innovation

Modern Wealth Transfer: Bridging the Gap Between Legacy and Innovation

by Luke A. Palmer | May 21, 2025 | Family Office, Legacy Planning

Modern Wealth Transfer: Bridging the Gap Between Legacy and Innovation Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 21 May 2025 The landscape of wealth transfer is undergoing a profound transformation. Traditional estate planning, while foundational,...
Building Your Personal Board: Pioneering the Modern Family Office Model

Building Your Personal Board: Pioneering the Modern Family Office Model

by Luke A. Palmer | May 17, 2025 | Family Office, Investment Strategies

Building Your Personal Board: Pioneering the Modern Family Office Model Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 17 May 2025 The wealth management landscape is undergoing a fundamental transformation, driven by increasing complexity in global markets,...
Maximizing Business Exit Value: Strategies for Successful Transition Planning

Maximizing Business Exit Value: Strategies for Successful Transition Planning

by Luke A. Palmer | May 13, 2025 | Exit Planning, Family Office

Maximizing Business Exit Value: Strategies for Successful Transition Planning Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 13 May 2025 In today’s dynamic business environment, successful entrepreneurs often discover that executing a business exit is...
Beyond the Family Trust: Modern Strategies for Legacy Preservation in the Digital Age

Beyond the Family Trust: Modern Strategies for Legacy Preservation in the Digital Age

by Luke A. Palmer | May 9, 2025 | Family Office, Legacy Planning

Beyond the Family Trust: Modern Strategies for Legacy Preservation in the Digital Age Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 9 May 2025 The landscape of wealth preservation has evolved dramatically in recent years, driven by technological...

Recent Posts

  • Protecting Your Assets from Nursing Home Costs: A Complete Guide
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  • Should We Be Worried About Our Investments Because of Political Uncertainty?
  • The Virtual Family Office Revolution: Transforming Wealth Management for Today’s Complex Fortunes
  • Small Business Acquisition: A Strategic Investment Framework for 2025

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    The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

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    Thank you for taking the time to apply to Bisdorf Palmer. We are genuinely excited to consider your application. As an ensemble practice dedicated to expertly serving a sub-ultra-high-net-worth clientele with intricate financial needs, we understand the importance of building a team of exceptional advisors.

    At Bisdorf Palmer, we are committed to excellence and financial success. Our ideal candidates are those who are not only driven to achieve outstanding results but also prioritize doing the right thing for each client.

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