Eric Palmer

As a dedicated member of our wealth management team, I provide comprehensive financial advisory services to high-net-worth individuals and families. My expertise encompasses investment portfolio management, retirement planning, wealth transfer strategies, charitable planning, and more. I work closely with tax professionals and estate attorneys to assist with tax and estate planning, helping to ensure a holistic approach to my clients’ financial well-being.

With more than a decade of experience, my passion for wealth management has only grown stronger. I help clients make the most of their assets to enhance their lives. I’m driven to help them achieve greater freedom and enjoyment today without compromising their long-term goals. Clients appreciate my respectful and genuine interest in them, their families, and their cherished goals.

I earned my B.A. in finance from Michigan State University. I’m a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor® professional. I started my career in Michigan before relocating to Colorado in 2019.

Outside of work, I enjoy basketball, yoga, hiking, boxing workouts, pickleball, sporting events, and trying new activities with friends and family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.