Financial Planning’s Hidden Problem: Expertise is Scattered.

When High Taxes, Complexity and Risk Are Persistent Challenges, a Team of Experts Is Power.

We specialize in advising successful business owners and families who face complexity in their financial lives. When there’s financial complexity, it’s always a unique combination of complex factors. No two complicated situations are ever alike. Now consider that the experts who together can solve that uniquely complicated case are scattered all over the place. They don’t typically work for the same firm. Top experts often run their own boutique firms. To serve the client well, they need to be brought together.

We specialize in building customized teams of top independent experts to serve clients-and to do it again each time some changes-and new complexity-in a client’s situation requires it.

The Palmerston Principle:

Maximize Expertise AND Client Benefit by Building Customized Teams of Independent Experts.

We can help you with:

Mitigating Taxes

Disciplined Investing

Protecting Wealth & Estates

We Specialize in:

Business Owners

Helping successful business owners build strategic financial plans that take into account what success often means: greater tax liabilities and greater estates to protect, as well as more complex balance sheets and more people for whom they are responsible.

Families

Helping high net worth families build strategic financial plans where a combination of two or more advanced planning issues means that standardized formulas and planning won’t fully serve the needs of the customer.

CPAs

Helping CPAs build strategic financial plans and do more for their top business owner and high net worth family clients.

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*Please note: The following "case studies" are hypothetical and don't involve real people. They're educational, and intended to give you a sense of how our "Team of Experts" process works. They should not be interpreted as promises or guarantees.

infographic with three case studies

Operating Principles

Amplifying Our Clients' Ability To Give Back

We are committed to maximizing a client's ability to give back to their families, their faith, their world. Our firm is dedicated to being the "go-to" team, ready when needed for the marathon of life.

We want to help make the world a better place. And what better way to do that than to specialize in serving successful folks who want to do more for others?

Loyalty is Earned

We strive to earn our clients' loyalty by providing good advice and by being professional, available, discreet, attentive, and creatively responsive to their financial planning needs and objectives.

Investing: Compounding Creates Wealth

Compounding is where the magic happens. Compounding creates wealth. Companies that grow their profits year after year are rare. But they tend to produce sustainable, compound returns - and represent a great opportunity to build wealth over time.

Palmerston Group Advisors is a registered investment advisory firm specializing in advanced financial planning and wealth management for business owners and high-net-worth families.