TRUE OWNERSHIP

Because what's most important to you as your advisory business grows is real ownership - true ownership - of your business, your critical client relationships, and of a clear path to your future.

PALOMAR FINANCIAL SERVICES

Palomar isn't the usual advisor environment. We believe in collaborative independence and checking our egos at the door.

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.