Palomar is Dedicated to Your Business, the Way You’ve Wanted Support to Be
We're serious, but we're not stuffy. We know your business, and share ideas freely.
We work with you to build the business you want
You want to be independent – with support so you don’t have to go it alone. Our combination of the Palomar Program™ for Advisor's Business Success and personal investment of time and expertise working with you supports you in running your business, transitioning to the best platform for your clients and your operation, and, most importantly, in developing prospects into new client relationships and growing your business with your current clients.
Palomar's success is the success of every advisor and every client.