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Mike Palmer | Financial Advisor

Profile img for Mike Palmer, financial advisor at Ark Royal Wealth Management
Raleigh, NC
Mike Palmer
Financial Advisor
Managing Principal at
Ark Royal Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I've spent three decades helping successful people make smart decisions about money. We invite you to learn more about our firm and how we partner with clients. We serve clients throughout the Carolinas from offices in Raleigh & Charlotte. I'm proud to be a 15+ year member of NAPFA and a contributing writer to Kiplinger on various personal finance topics.
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Specialties and Expertise

4
High Net Worth Planning
Cash Flow Analysis
Trust Services
Tax Minimization Investment Strategies

Clientele

5
Retirees
High Net Worth Individuals
Corporate Executives
Tech Employees
Wealthy Families

Credentials and Designations

1
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Certified Financial Planner™

Education

1
University of North Carolina at Chapel HillBachelor of ArtsYear Obtained: 1987
Quick Facts About Mike
Years of Experience:26 yearsMember since:2023Average Account Size:$2,000,000Number of clients:61

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Raleigh, NC
Mike Palmer
Financial Advisor
Managing Principal at
Ark Royal Wealth Management
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Profile last updated: 02-24-2025
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