What Drives Us to Do This Work, and Do It Well
Our philosophy is rooted in one core idea: financial planning should serve people, not overwhelm them. At Palomar Advisors, we believe that clarity is powerful, and simplicity, when paired with strategy, is what leads to long-term success. That’s why we take a thoughtful, intentional approach to every client relationship, helping you tune out the noise, understand your options, and make educated decisions that align with your goals.
The Principles That Guide Us
Planning
We believe great outcomes begin with thoughtful preparation. Every strategy we build is rooted in purpose, guided by your vision, and designed to attain your short and long-term goals.
Fiduciary Focus
Trust is earned, and we don’t take that lightly. We act with candor, prudence and transparency, putting your best interests first.
Pursuit of Knowledge
We are dedicated to continual industry learning, to build expertise in creating effective plans and strategies in an ever-changing tax, regulatory and investing world.
Simplicity
Financial planning doesn’t need to be complicated to be effective. We strive to remove unnecessary complexity and deliver strategies that are clear, actionable, and measurable.