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Rethink Financial Advice

WHO WE ARE

Fiduciary financial guidance you can trust

Palisade is an SEC-registered investment advisor. As independent, fee-only fiduciaries, we are obligated to act in our client’s best interest at all times.

Our Firm

Our Team

How we're Different

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WHAT WE DO

Wealth management that delivers peace of mind

We look after your investments with a singular vision: to give you peace of mind about your finances and your future.

Our Mission

Our Services

Our Process

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HOW WE INVEST

A reliable strategy to long-term investment returns

Our investment strategy is built on four time-tested and academically-sound investment principles:

Equity-centric Allocation

Long-term Focus

Comprehensive Diversification

Tax & Fee Efficiency

How we InvestContact Us

Frequently Asked Questions

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I don’t have a financial advisor. Do I need one?

I already have a financial advisor. Why should I consider switching?

I feel comfortable managing my own investments. Why would I use a financial adviser?

Will an advisor be able to help me in other areas, beyond managing my portfolio?

How are financial advisors typically compensated?

Why is it important to use a fee-only advisor?

How much does it cost to hire a fee-only advisor?

Are those fees worth it? Will I make my money back?

Don’t you need to be wealthy to afford a financial advisor?

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