Broker Check
Austin Palmer

Austin Palmer

Partner & Wealth Advisor, CPA, CPFA

I have always been driven by my desire to help people reach their financial goals. Growing up, my parents instilled in me important values such as taking my time to do things right and always following through on my commitments. These values have shaped the way I approach my work with clients, always striving to provide the best possible service and advice.

I find great satisfaction in working with people and helping them navigate the complexities of the financial world. Whether it's planning for retirement, saving for a child's education, or managing investments, I am committed to helping my clients achieve their goals. For me, success is not just about the bottom line, but about building lasting relationships and making a positive impact on people's lives.

As a husband and father, family is very important to me. My wife and I have been together for 25 years, and we have three wonderful children. Our daughter is a healthcare consultant in Boston, and our two boys are in high school here in North Carolina. Outside of work, I love to cook and entertain, travel, and attend concerts with my family.

I am grateful for the opportunity to work with so many wonderful clients and help them achieve their financial goals. It is a privilege to be a part of their lives and to help them navigate the financial challenges they face.