Michael Palmer (CFP®)

Michael Palmer focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

We specialize in several areas:

Retirement planning
Investment management
Comprehensive financial planning
Wealth management

We help successful people make smart decisions about money.

Additional Information

Mike Palmer has over twenty-five years of experience in the trust and financial services field including senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. Mr. Palmer is a graduate of the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.

Mr. Palmer is an active member in several professional organizations including the National Association of Personal Financial Advisors (NAPFA), the Association of Trust Organizations (ATO), and the Wake County Estate Planning Council.

He served on TIAA-CREF's Board of Financial Advisors in 2006-07 and was a founding member of the Dimensional Fund Advisors National Study Group (DFA NSG), comprised of ten financial advisors from several of the leading independent Registered Investment Advisory firms across the country.

His civic involvement includes membership on the Administrative Board of Hayes Barton United Methodist Church, the UNC Educational Foundation's Planned Giving Council and the Lacy Foundation Board. His past service includes serving on the board of North Carolina Amateur Sports.

Mr. Palmer is a frequent writer and speaker, having articles published on financial planning and investing. He has been quoted on a variety of financial planning topics by national publications including Kiplinger Personal Finance, Investment News, The Wall Street Journal, Bloomberg Wealth Manager and SmartMoney.